Physician Wealth Advisors’s AeroVironment AVAV Stock Holding History

Physician 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 Q2	$1.98K	Buy	12 +5	+71%	+$895	﹤0.01%	1508
2026 Q1	$1.28K	Hold	7	–	–	﹤0.01%	1549
2025 Q4	$1.69K	Hold	7	–	–	﹤0.01%	1363
2025 Q3	$2.21K	Hold	7	–	–	﹤0.01%	1177
2025 Q2	$2K	Buy	+7	New	+$1.19K	﹤0.01%	1044

Other funds holding AVAV

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Physician Wealth Advisors's AVAV Position: Q2 2026 in Review

Physician Wealth Advisors increased its AeroVironment (AVAV) stake by 71% in Q2 2026, buying an estimated $895 and bringing the position to 12 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Physician Wealth Advisors first reported a position in AVAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.21K in Q3 2025. 235 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

Physician Wealth Advisors held 12 shares of AeroVironment worth $1.98K as of Q2 2026.
Physician Wealth Advisors bought 5 AeroVironment shares in Q2 2026, an estimated $895.
AeroVironment made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1508 holding.
Physician Wealth Advisors first reported a position in AeroVironment in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's AeroVironment position peaked at $2.21K in Q3 2025.
235 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.