Roxbury Financial’s AeroVironment AVAV Stock Holding History

Roxbury 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 Q2	–	Sell	-12	Closed	-$2.2K	–	413
2026 Q1	$2.2K	Buy	+12	New	+$3.16K	﹤0.01%	347

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

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

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

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Roxbury Financial's AVAV Position: Q2 2026 in Review

Roxbury Financial sold out of AeroVironment (AVAV) in Q2 2026, closing a stake of 12 shares — an estimated $2.2K sold.

Roxbury Financial first reported a position in AVAV in Q1 2026 and held it in 1 quarter. The position peaked at $2.2K in Q1 2026. 224 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

Roxbury Financial reported no remaining AeroVironment position as of Q2 2026 after selling out during the quarter.
Roxbury Financial sold 12 AeroVironment shares in Q2 2026, an estimated $2.2K.
Roxbury Financial first reported a position in AeroVironment in Q1 2026 and held it in 1 quarter.
Roxbury Financial's AeroVironment position peaked at $2.2K in Q1 2026.
224 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.