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Themes Management Co’s AeroVironment AVAV Stock Holding History

Themes Management Co’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 		$230K Sell
1,392
-80
-5% -$14.3K 0.15% 110
2026
Q1 		$269K Buy
1,472
+535
+57% +$141K 0.17% 123
2025
Q4 		$227K Buy
+937
New +$295K 0.17% 123

Other funds holding AVAV

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Themes Management Co's AVAV Position: Q2 2026 in Review

Themes Management Co reduced its AeroVironment (AVAV) stake by 5.4% in Q2 2026, selling an estimated $14.3K and leaving 1,392 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #110.

Themes Management Co first reported a position in AVAV in Q4 2025 and has held it in 3 quarters since. The position peaked at $269K in Q1 2026. 93 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Themes Management Co held 1,392 shares of AeroVironment worth $230K as of Q2 2026.
  • Themes Management Co sold 80 AeroVironment shares in Q2 2026, an estimated $14.3K.
  • AeroVironment made up 0.15% of Themes Management Co's portfolio in Q2 2026, its #110 holding.
  • Themes Management Co first reported a position in AeroVironment in Q4 2025 and has held it in 3 quarters since.
  • Themes Management Co's AeroVironment position peaked at $269K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.