Bourgeon Capital Management’s AeroVironment AVAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.35M Buy
14,250
+8,950
+169% +$1.6M 0.35% 51
2026
Q1
$970K Buy
+5,300
New +$1.4M 0.17% 57

Other funds holding AVAV

Bourgeon Capital Management's AVAV Position: Q2 2026 in Review

Bourgeon Capital Management increased its AeroVironment (AVAV) stake by 169% in Q2 2026, buying an estimated $1.6M and bringing the position to 14,250 shares worth $2.35M. The position accounts for 0.35% of the portfolio, ranked #51.

Bourgeon Capital Management first reported a position in AVAV in Q1 2026 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold AVAV as of Q2 2026.

  • Bourgeon Capital Management held 14,250 shares of AeroVironment worth $2.35M as of Q2 2026.
  • Bourgeon Capital Management bought 8,950 AeroVironment shares in Q2 2026, an estimated $1.6M.
  • AeroVironment made up 0.35% of Bourgeon Capital Management's portfolio in Q2 2026, its #51 holding.
  • Bourgeon Capital Management first reported a position in AeroVironment in Q1 2026 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held AeroVironment as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.