RFP
AVAV icon

Root Financial Partners’s AeroVironment AVAV Stock Holding History

Root Financial Partners’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 		– Sell
-103
Closed -$18.9K – 640
2026
Q1 		$18.9K Buy
103
+2
+2% +$527 ﹤0.01% 1351
2025
Q4 		$24.4K Hold
101
– – ﹤0.01% 1076
2025
Q3 		$31.8K Buy
+101
New +$26.1K ﹤0.01% 860

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Root Financial Partners's AVAV Position: Q2 2026 in Review

Root Financial Partners sold out of AeroVironment (AVAV) in Q2 2026, closing a stake of 103 shares — an estimated $18.9K sold.

Root Financial Partners first reported a position in AVAV in Q3 2025 and held it in 3 quarters. The position peaked at $31.8K in Q3 2025. 189 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Root Financial Partners reported no remaining AeroVironment position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 103 AeroVironment shares in Q2 2026, an estimated $18.9K.
  • Root Financial Partners first reported a position in AeroVironment in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AeroVironment position peaked at $31.8K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.