Bourgeon Capital Management’s Akero Therapeutics AKRO Stock Holding History

Bourgeon Capital Management’s Portfolio AKRO Stock Details AKRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,936	Closed	-$472K	–	127
2025 Q3	$472K	Buy	+9,936	New	+$481K	0.09%	76
2024 Q3	–	Sell	-8,700	Closed	-$204K	–	106
2024 Q2	$204K	Sell	8,700 -6,450	-43%	-$138K	0.04%	108
2024 Q1	$383K	Buy	+15,150	New	+$364K	0.07%	90

Other funds holding AKRO

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bourgeon Capital Management's AKRO Position: Q4 2025 in Review

Bourgeon Capital Management sold out of Akero Therapeutics (AKRO) in Q4 2025, closing a stake of 9,936 shares — an estimated $472K sold.

Bourgeon Capital Management first reported a position in AKRO in Q1 2024 and held it in 3 quarters. The position peaked at $472K in Q3 2025. 2 funds tracked by Wall St. Rank hold AKRO as of Q4 2025.

Bourgeon Capital Management reported no remaining Akero Therapeutics position as of Q4 2025 after selling out during the quarter.
Bourgeon Capital Management sold 9,936 Akero Therapeutics shares in Q4 2025, an estimated $472K.
Bourgeon Capital Management first reported a position in Akero Therapeutics in Q1 2024 and held it in 3 quarters.
Bourgeon Capital Management's Akero Therapeutics position peaked at $472K in Q3 2025.
2 funds tracked by Wall St. Rank held Akero Therapeutics as of Q4 2025.

Based on Bourgeon Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.