Tandem Capital Management’s AeroVironment AVAV Stock Holding History

Tandem Capital Management’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 Q1	$996K	Sell	5,440 -3,417	-39%	-$900K	0.5%	59
2025 Q4	$2.14M	Buy	8,857 +783	+10%	+$246K	0.97%	34
2025 Q3	$2.54M	Sell	8,074 -72	-0.9%	-$18.6K	1.18%	29
2025 Q2	$2.32M	Buy	8,146 +22	+0.3%	+$3.72K	1.17%	28
2025 Q1	$968K	Buy	8,124 +1,457	+22%	+$224K	0.54%	53
2024 Q4	$1.03M	Buy	6,667 +250	+4%	+$48.9K	0.55%	51
2024 Q3	$1.29M	Hold	6,417	–	–	0.68%	47
2024 Q2	$1.08M	Buy	6,417 +801	+14%	+$144K	0.59%	49
2024 Q1	$861K	Buy	5,616 +3,243	+137%	+$433K	0.49%	59
2023 Q4	$299K	Buy	+2,373	New	+$290K	0.19%	96

Other funds holding AVAV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tandem Capital Management's AVAV Position: Q1 2026 in Review

Tandem Capital Management reduced its AeroVironment (AVAV) stake by 39% in Q1 2026, selling an estimated $900K and leaving 5,440 shares worth $996K. The position accounts for 0.5% of the portfolio, ranked #59.

Tandem Capital Management first reported a position in AVAV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.54M in Q3 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

Tandem Capital Management held 5,440 shares of AeroVironment worth $996K as of Q1 2026.
Tandem Capital Management sold 3,417 AeroVironment shares in Q1 2026, an estimated $900K.
AeroVironment made up 0.5% of Tandem Capital Management's portfolio in Q1 2026, its #59 holding.
Tandem Capital Management first reported a position in AeroVironment in Q4 2023 and has held it in 10 quarters since.
Tandem Capital Management's AeroVironment position peaked at $2.54M in Q3 2025.
614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.