Sell AeroVironment (AVAV) stock to fund a goal
Calculator · free · no signup · AVAVNeed cash for a goal? Plan the minimum-tax schedule to sell your vested AeroVironment (AVAV) shares and net a target amount by a target date, across tax years.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,597 | $111,639 | $111,883 | $118,769 |
| Wealth @ target | $719,068 | $716,894 | $714,464 | $712,031 |
| Chance of shortfall | <0.1% | 0% | 1.9% | 3.4% |
Feasible
$400,071 net by 08/01/27
Total tax: $109,597 (federal $58,819, state $36,048, NIIT $14,729)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/17/26 | 4,085 | $351,104 | $360,043 | |
| 03/31/27 | 4 | $360 | $360,406 | |
| 04/30/27 | 32 | $2,896 | $363,321 | |
| 05/31/27 | 100 | $9,103 | $372,466 | |
| 06/30/27 | 100 | $9,157 | $381,644 | |
| 07/31/27 | 100 | $9,212 | $390,857 | |
| 08/01/27 | 100 | $9,215 | $400,071 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,479 shares worth $411,873 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About AeroVironment
AeroVironment (AVAV) is a public Aerospace/Defense company, incorporated in Delaware and headquartered in Arlington, VA.
Equity grants at AeroVironment typically include restricted stock units (RSUs).
AeroVironment, Inc., also known as AV, is an American defense technology company headquartered in Arlington, Virginia that designs and manufactures autonomous systems, counter-UAS systems, and space systems. The company was founded in 1971 by Paul B. MacCready Jr., a designer of human-powered aircraft. The company provides the US Department of Defense and foreign militaries with small and medium-sized drones—notably the Raven, Switchblade, Wasp, and Puma. Through its acquisition of BlueHalo in 2025, the company provides directed energy and space communications systems to U.S. and foreign militaries.
Source: Wikipedia (CC BY-SA 4.0)
Paul MacCready founded the company in 1971 and built the Gossamer Condor, the first human-powered aircraft to complete a figure-eight course, then the solar Helios. Defense work became the business: hand-launched Raven and Puma reconnaissance drones, and Switchblade loitering munitions that soldiers carry in a backpack, both used extensively in Ukraine. The 2021 Arcturus UAV purchase added larger systems and the 2025 BlueHalo deal added space and directed energy. Headquarters are in Arlington, Virginia.
Sources: avinc.com · en.wikipedia.org
Equity comp at AeroVironment
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by AeroVironment.
If you hold vested AeroVironment (AVAV) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
All AeroVironment tools → · Use the generic Stock Sale Funding Calculator for any company.
AeroVironment equity questions
- How much AVAV stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested AVAV shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does AeroVironment grant ISOs, NSOs, or RSUs?
- Equity compensation at AeroVironment typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do AeroVironment RSUs use double-trigger vesting?
- No. AeroVironment restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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