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Mark Sheptoff Financial Planning’s AeroVironment AVAV Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$2.9K – 514
2025
Q4 		$2.9K Buy
+12
New +$3.77K ﹤0.01% 467

Other funds holding AVAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mark Sheptoff Financial Planning's AVAV Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of AeroVironment (AVAV) in Q1 2026, closing a stake of 12 shares — an estimated $2.9K sold.

Mark Sheptoff Financial Planning first reported a position in AVAV in Q4 2025 and held it in 1 quarter. The position peaked at $2.9K in Q4 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining AeroVironment position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 12 AeroVironment shares in Q1 2026, an estimated $2.9K.
  • Mark Sheptoff Financial Planning first reported a position in AeroVironment in Q4 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's AeroVironment position peaked at $2.9K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.