Summit Securities Group
AVAV icon

Summit Securities Group’s AeroVironment AVAV Stock Holding History

Summit Securities Group’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
2022
Q4 		– Sell
-1,800
Closed -$150K – 1153
2022
Q3 		$150K Buy
+1,800
New +$161K 0.01% 465

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Swedbank
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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Summit Securities Group's AVAV Position: Q3 2026 in Review

Summit Securities Group sold out of AeroVironment (AVAV) in Q3 2026, closing a stake of 441 shares — an estimated $72.8K sold.

Summit Securities Group first reported a position in AVAV in Q2 2025 and held it in 2 quarters. The position peaked at $142K in Q2 2025. 299 funds tracked by Wall St. Rank hold AVAV as of Q3 2026.

  • Summit Securities Group reported no remaining AeroVironment position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 441 AeroVironment shares in Q3 2026, an estimated $72.8K.
  • Summit Securities Group first reported a position in AeroVironment in Q2 2025 and held it in 2 quarters.
  • Summit Securities Group's AeroVironment position peaked at $142K in Q2 2025.
  • 299 funds tracked by Wall St. Rank held AeroVironment as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.