Birchbrook’s Vertical Aerospace EVTL Stock Holding History

Birchbrook’s Portfolio EVTL Stock Details EVTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$42	Hold	70	–	–	﹤0.01%	293
2026 Q2	$122	Hold	70	–	–	﹤0.01%	301
2026 Q1	$155	Hold	70	–	–	﹤0.01%	282
2025 Q4	$374	Hold	70	–	–	﹤0.01%	282
2025 Q3	$364	Hold	70	–	–	﹤0.01%	255
2025 Q2	$474	Hold	70	–	–	﹤0.01%	256
2025 Q1	$236	Hold	70	–	–	﹤0.01%	256
2024 Q4	$881	Hold	70	–	–	﹤0.01%	268
2024 Q3	$486	Hold	70	–	–	﹤0.01%	252
2024 Q2	$515	Hold	70	–	–	﹤0.01%	249
2024 Q1	$798	Buy	70 +47	+204%	+$334	﹤0.01%	258
2023 Q4	$161	Buy	+23	New	+$203	﹤0.01%	300

Other funds holding EVTL

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Birchbrook's EVTL Position: Q3 2026 in Review

Birchbrook held its Vertical Aerospace (EVTL) position steady in Q3 2026 at 70 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Birchbrook first reported a position in EVTL in Q4 2023 and has held it in 12 quarters since. The position peaked at $881 in Q4 2024. 8 funds tracked by Wall St. Rank hold EVTL as of Q3 2026.

Birchbrook held 70 shares of Vertical Aerospace worth $42 as of Q3 2026.
Birchbrook left its Vertical Aerospace share count unchanged in Q3 2026.
Vertical Aerospace made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #293 holding.
Birchbrook first reported a position in Vertical Aerospace in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Vertical Aerospace position peaked at $881 in Q4 2024.
8 funds tracked by Wall St. Rank held Vertical Aerospace as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.