Williams Jones Wealth Management
AVAV icon

Williams Jones Wealth Management’s AeroVironment AVAV Stock Holding History

Williams Jones 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
2026
Q3 		$1.01M Sell
7,096
-1,405
-17% -$222K 0.01% 266
2026
Q2 		$1.4M Sell
8,501
-330
-4% -$59.1K 0.02% 242
2026
Q1 		$1.62M Buy
8,831
+976
+12% +$257K 0.02% 209
2025
Q4 		$1.9M Buy
7,855
+160
+2% +$50.3K 0.02% 197
2025
Q3 		$2.42M Buy
7,695
+4,615
+150% +$1.19M 0.03% 175
2025
Q2 		$878K Sell
3,080
-988
-24% -$167K 0.01% 268
2025
Q1 		$485K Hold
4,068
– – 0.01% 340
2024
Q4 		$626K Buy
4,068
+45
+1% +$8.81K 0.01% 312
2024
Q3 		$807K Buy
4,023
+350
+10% +$63K 0.01% 287
2024
Q2 		$669K Buy
3,673
+300
+9% +$53.9K 0.01% 305
2024
Q1 		$517K Buy
3,373
+618
+22% +$82.5K 0.01% 347
2023
Q4 		$347K Buy
+2,755
New +$337K ﹤0.01% 402

Other funds holding AVAV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Heard Capital LLC
Heard Capital LLC Chicago, Illinois $2.07B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return

Williams Jones Wealth Management's AVAV Position: Q3 2026 in Review

Williams Jones Wealth Management reduced its AeroVironment (AVAV) stake by 17% in Q3 2026, selling an estimated $222K and leaving 7,096 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #266.

Williams Jones Wealth Management first reported a position in AVAV in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.42M in Q3 2025. 503 funds tracked by Wall St. Rank hold AVAV as of Q3 2026.

  • Williams Jones Wealth Management held 7,096 shares of AeroVironment worth $1.01M as of Q3 2026.
  • Williams Jones Wealth Management sold 1,405 AeroVironment shares in Q3 2026, an estimated $222K.
  • AeroVironment made up 0.01% of Williams Jones Wealth Management's portfolio in Q3 2026, its #266 holding.
  • Williams Jones Wealth Management first reported a position in AeroVironment in Q4 2023 and has held it in 12 quarters since.
  • Williams Jones Wealth Management's AeroVironment position peaked at $2.42M in Q3 2025.
  • 503 funds tracked by Wall St. Rank held AeroVironment as of Q3 2026.

Based on Williams Jones Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.