SkyOak Wealth’s AeroVironment AVAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$549K Buy
3,000
+1,400
+88% +$369K 0.1% 123
2025
Q4
$387K Buy
+1,600
New +$503K 0.07% 151
2025
Q3
Sell
-2,500
Closed -$712K 254
2025
Q2
$712K Hold
2,500
0.14% 97
2025
Q1
$298K Buy
2,500
+700
+39% +$108K 0.07% 171
2024
Q4
$277K Buy
+1,800
New +$352K 0.06% 193

Other funds holding AVAV

SkyOak Wealth's AVAV Position: Q1 2026 in Review

SkyOak Wealth increased its AeroVironment (AVAV) stake by 88% in Q1 2026, buying an estimated $369K and bringing the position to 3,000 shares worth $549K. The position accounts for 0.1% of the portfolio, ranked #123.

SkyOak Wealth first reported a position in AVAV in Q4 2024 and has held it in 5 quarters since. The position peaked at $712K in Q2 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

  • SkyOak Wealth held 3,000 shares of AeroVironment worth $549K as of Q1 2026.
  • SkyOak Wealth bought 1,400 AeroVironment shares in Q1 2026, an estimated $369K.
  • AeroVironment made up 0.1% of SkyOak Wealth's portfolio in Q1 2026, its #123 holding.
  • SkyOak Wealth first reported a position in AeroVironment in Q4 2024 and has held it in 5 quarters since.
  • SkyOak Wealth's AeroVironment position peaked at $712K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.