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Whalen Wealth Management’s AeroVironment AVAV Stock Holding History

Whalen Wealth 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
2025
Q4 		– Sell
-1,299
Closed -$409K – 193
2025
Q3 		$409K Buy
+1,299
New +$336K 0.24% 102

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Whalen Wealth Management's AVAV Position: Q4 2025 in Review

Whalen Wealth Management sold out of AeroVironment (AVAV) in Q4 2025, closing a stake of 1,299 shares — an estimated $409K sold.

Whalen Wealth Management first reported a position in AVAV in Q3 2025 and held it in 1 quarter. The position peaked at $409K in Q3 2025. 603 funds tracked by Wall St. Rank hold AVAV as of Q4 2025.

  • Whalen Wealth Management reported no remaining AeroVironment position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,299 AeroVironment shares in Q4 2025, an estimated $409K.
  • Whalen Wealth Management first reported a position in AeroVironment in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's AeroVironment position peaked at $409K in Q3 2025.
  • 603 funds tracked by Wall St. Rank held AeroVironment as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.