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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Williams Jones Wealth Management's AVAV Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its AeroVironment (AVAV) stake by 3.7% in Q2 2026, selling an estimated $59.1K and leaving 8,501 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #242.

Williams Jones Wealth Management first reported a position in AVAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q3 2025. 611 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

Williams Jones Wealth Management held 8,501 shares of AeroVironment worth $1.4M as of Q2 2026.
Williams Jones Wealth Management sold 330 AeroVironment shares in Q2 2026, an estimated $59.1K.
AeroVironment made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #242 holding.
Williams Jones Wealth Management first reported a position in AeroVironment in Q4 2023 and has held it in 11 quarters since.
Williams Jones Wealth Management's AeroVironment position peaked at $2.42M in Q3 2025.
611 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.