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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Xcel Wealth Management's AVAV Position: Q1 2026 in Review

Xcel Wealth Management increased its AeroVironment (AVAV) stake by 10% in Q1 2026, buying an estimated $109K and bringing the position to 4,433 shares worth $811K. The position accounts for 0.22% of the portfolio, ranked #74.

Xcel Wealth Management first reported a position in AVAV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q3 2025. 614 funds tracked by Wall St. Rank hold AVAV as of Q1 2026.

  • Xcel Wealth Management held 4,433 shares of AeroVironment worth $811K as of Q1 2026.
  • Xcel Wealth Management bought 413 AeroVironment shares in Q1 2026, an estimated $109K.
  • AeroVironment made up 0.22% of Xcel Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Xcel Wealth Management first reported a position in AeroVironment in Q3 2025 and has held it in 3 quarters since.
  • Xcel Wealth Management's AeroVironment position peaked at $1.18M in Q3 2025.
  • 614 funds tracked by Wall St. Rank held AeroVironment as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.