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Total Wealth Planning & Management’s AeroVironment AVAV Stock Holding History

Total Wealth Planning & 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
Q2 		$219K Buy
+1,326
New +$237K 0.15% 199
2026
Q1 		– Sell
-1,547
Closed -$374K – 208
2025
Q4 		$374K Buy
+1,547
New +$486K 0.28% 116
2025
Q2 		$480K Buy
+1,686
New +$285K 0.39% 79

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

Total Wealth Planning & Management's AVAV Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in AeroVironment (AVAV) in Q2 2026: 1,326 shares worth $219K. The stake represents 0.15% of the portfolio and ranks #199 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in AVAV as recently as Q4 2025.

Total Wealth Planning & Management first reported a position in AVAV in Q2 2025 and has held it in 3 quarters since. The position peaked at $480K in Q2 2025. 611 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Total Wealth Planning & Management held 1,326 shares of AeroVironment worth $219K as of Q2 2026.
  • AeroVironment was a new Total Wealth Planning & Management position in Q2 2026.
  • AeroVironment made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #199 holding.
  • Total Wealth Planning & Management first reported a position in AeroVironment in Q2 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's AeroVironment position peaked at $480K in Q2 2025.
  • 611 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.