Phoenix Financial’s AeroVironment AVAV Stock Holding History

Phoenix Financial’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	$201K	Buy	1,100 +147	+15%	+$38.7K	﹤0.01%	467
2025 Q4	$230K	Sell	953 -642	-40%	-$202K	﹤0.01%	423
2025 Q3	$503K	Buy	1,595 +795	+99%	+$206K	0.01%	298
2025 Q2	$228K	Buy	+800	New	+$135K	﹤0.01%	384
2021 Q1	–	Sell	-3,412	Closed	-$299K	–	402
2020 Q4	$299K	Buy	+3,412	New	+$274K	0.01%	299
2020 Q3	–	Sell	-5,019	Closed	-$371K	–	331
2020 Q2	$371K	Sell	5,019 -3,446	-41%	-$222K	0.02%	252
2020 Q1	$500K	Buy	+8,465	New	+$529K	0.03%	242

Other funds holding AVAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Phoenix Financial's AVAV Position: Q1 2026 in Review

Phoenix Financial increased its AeroVironment (AVAV) stake by 15% in Q1 2026, buying an estimated $38.7K and bringing the position to 1,100 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Phoenix Financial first reported a position in AVAV in Q1 2020 and has held it in 7 quarters since. The position peaked at $503K in Q3 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

Phoenix Financial held 1,100 shares of AeroVironment worth $201K as of Q1 2026.
Phoenix Financial bought 147 AeroVironment shares in Q1 2026, an estimated $38.7K.
AeroVironment made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #467 holding.
Phoenix Financial first reported a position in AeroVironment in Q1 2020 and has held it in 7 quarters since.
Phoenix Financial's AeroVironment position peaked at $503K in Q3 2025.
614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

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