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Xcel Wealth Management’s AeroVironment AVAV Stock Holding History

Xcel 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 		– Sell
-4,433
Closed -$811K – 141
2026
Q1 		$811K Buy
4,433
+413
+10% +$109K 0.22% 74
2025
Q4 		$972K Buy
4,020
+284
+8% +$89.3K 0.25% 72
2025
Q3 		$1.18M Buy
+3,736
New +$967K 0.31% 64

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

Xcel Wealth Management's AVAV Position: Q2 2026 in Review

Xcel Wealth Management sold out of AeroVironment (AVAV) in Q2 2026, closing a stake of 4,433 shares — an estimated $811K sold.

Xcel Wealth Management first reported a position in AVAV in Q3 2025 and held it in 3 quarters. The position peaked at $1.18M in Q3 2025. 612 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Xcel Wealth Management reported no remaining AeroVironment position as of Q2 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 4,433 AeroVironment shares in Q2 2026, an estimated $811K.
  • Xcel Wealth Management first reported a position in AeroVironment in Q3 2025 and held it in 3 quarters.
  • Xcel Wealth Management's AeroVironment position peaked at $1.18M in Q3 2025.
  • 612 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.