Robertson Stephens Wealth Management, LLC
Position in AVAV — AeroVironment Inc
CIK 1767307
San Francisco, CA
Position in AVAV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$701,217
-$37,023 QoQ
Shares Held
4,248
+5.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#291
of 610 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVAV Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $27,970,095 across 9 Aerospace & Defense names. AVAV ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
20,850 | $11,688,718 | |
| 2 | RTX |
RTX Corp
|
45,340 | $8,602,358 | |
| 3 | BA |
Boeing Co
|
17,059 | $3,692,761 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
7,335 | $1,253,258 | |
| 5 | LMT |
Lockheed Martin Corp
|
2,354 | $1,199,268 | |
| 6 | AVAV |
AeroVironment Inc
This page
|
4,248 | $701,217 | |
| 7 | GD |
General Dynamics Corp
|
801 | $283,746 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,268 | $279,974 |
All Filings in AVAV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,217 | 4,248 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $738,240 | 4,033 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $907,087 | 3,750 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||