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Octavia Wealth Advisors’s AeroVironment AVAV Stock Holding History

Octavia 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
2025
Q4 		– Sell
-806
Closed -$254K – 254
2025
Q3 		$254K Sell
806
-4
-0.5% -$1.03K 0.03% 219
2025
Q2 		$231K Buy
+810
New +$137K 0.03% 204

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Octavia Wealth Advisors's AVAV Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of AeroVironment (AVAV) in Q4 2025, closing a stake of 806 shares — an estimated $254K sold.

Octavia Wealth Advisors first reported a position in AVAV in Q2 2025 and held it in 2 quarters. The position peaked at $254K in Q3 2025. 604 funds tracked by Wall St. Rank hold AVAV as of Q4 2025.

  • Octavia Wealth Advisors reported no remaining AeroVironment position as of Q4 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 806 AeroVironment shares in Q4 2025, an estimated $254K.
  • Octavia Wealth Advisors first reported a position in AeroVironment in Q2 2025 and held it in 2 quarters.
  • Octavia Wealth Advisors's AeroVironment position peaked at $254K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held AeroVironment as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.