Planning Strategies Inc.’s AeroVironment AVAV Stock Holding History

Planning Strategies Inc.’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	$2.31K	Buy	+14	New	+$2.51K	﹤0.01%	557

Other funds holding AVAV

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Planning Strategies Inc.'s AVAV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in AeroVironment (AVAV) in Q2 2026: 14 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings.

186 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

Planning Strategies Inc. held 14 shares of AeroVironment worth $2.31K as of Q2 2026.
AeroVironment was a new Planning Strategies Inc. position in Q2 2026.
AeroVironment made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #557 holding.
186 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.