New Wave Wealth Advisors
AVAV icon

New Wave Wealth Advisors’s AeroVironment AVAV Stock Holding History

New Wave Wealth Advisors’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
Q3 		$770K Buy
6,054
+725
+14% +$114K 0.2% 110
2026
Q2 		$880K Buy
5,329
+3,672
+222% +$657K 0.24% 90
2026
Q1 		$303K Buy
+1,657
New +$437K 0.11% 140

Other funds holding AVAV

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

New Wave Wealth Advisors's AVAV Position: Q3 2026 in Review

New Wave Wealth Advisors increased its AeroVironment (AVAV) stake by 14% in Q3 2026, buying an estimated $114K and bringing the position to 6,054 shares worth $770K. The position accounts for 0.2% of the portfolio, ranked #110.

New Wave Wealth Advisors first reported a position in AVAV in Q1 2026 and has held it in 3 quarters since. The position peaked at $880K in Q2 2026. 364 funds tracked by Wall St. Rank hold AVAV as of Q3 2026.

  • New Wave Wealth Advisors held 6,054 shares of AeroVironment worth $770K as of Q3 2026.
  • New Wave Wealth Advisors bought 725 AeroVironment shares in Q3 2026, an estimated $114K.
  • AeroVironment made up 0.2% of New Wave Wealth Advisors's portfolio in Q3 2026, its #110 holding.
  • New Wave Wealth Advisors first reported a position in AeroVironment in Q1 2026 and has held it in 3 quarters since.
  • New Wave Wealth Advisors's AeroVironment position peaked at $880K in Q2 2026.
  • 364 funds tracked by Wall St. Rank held AeroVironment as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.