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Summit Financial’s AeroVironment AVAV Stock Holding History

Summit 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
-1,206
Closed -$221K – 1581
2026
Q1 		$221K Buy
1,206
+67
+6% +$17.7K ﹤0.01% 1313
2025
Q4 		$276K Sell
1,139
-673
-37% -$212K ﹤0.01% 1110
2025
Q3 		$571K Buy
+1,812
New +$469K 0.01% 850

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Summit Financial's AVAV Position: Q2 2026 in Review

Summit Financial sold out of AeroVironment (AVAV) in Q2 2026, closing a stake of 1,206 shares — an estimated $221K sold.

Summit Financial first reported a position in AVAV in Q3 2025 and held it in 3 quarters. The position peaked at $571K in Q3 2025. 611 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Summit Financial reported no remaining AeroVironment position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 1,206 AeroVironment shares in Q2 2026, an estimated $221K.
  • Summit Financial first reported a position in AeroVironment in Q3 2025 and held it in 3 quarters.
  • Summit Financial's AeroVironment position peaked at $571K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.