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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
Q3 		$427 Buy
+3
New +$473 ﹤0.01% 417
2026
Q2 		– Sell
-12
Closed -$2.2K – 413
2026
Q1 		$2.2K Buy
+12
New +$3.16K ﹤0.01% 347

Other funds holding AVAV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Roxbury Financial's AVAV Position: Q3 2026 in Review

Roxbury Financial opened a new position in AeroVironment (AVAV) in Q3 2026: 3 shares worth $427. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Roxbury Financial previously reported a position in AVAV as recently as Q1 2026.

Roxbury Financial first reported a position in AVAV in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.2K in Q1 2026. 20 funds tracked by Wall St. Rank hold AVAV as of Q3 2026.

  • Roxbury Financial held 3 shares of AeroVironment worth $427 as of Q3 2026.
  • AeroVironment was a new Roxbury Financial position in Q3 2026.
  • AeroVironment made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #417 holding.
  • Roxbury Financial first reported a position in AeroVironment in Q1 2026 and has held it in 2 quarters since.
  • Roxbury Financial's AeroVironment position peaked at $2.2K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held AeroVironment as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.