Bourgeon Capital Management
AVAV icon

Bourgeon Capital Management’s AeroVironment AVAV Stock Holding History

Bourgeon Capital Management’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.3M Buy
16,150
+1,900
+13% +$300K 0.33% 52
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

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bourgeon Capital Management's AVAV Position: Q3 2026 in Review

Bourgeon Capital Management increased its AeroVironment (AVAV) stake by 13% in Q3 2026, buying an estimated $300K and bringing the position to 16,150 shares worth $2.3M. The position accounts for 0.33% of the portfolio, ranked #52.

Bourgeon Capital Management first reported a position in AVAV in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.35M in Q2 2026. 365 funds tracked by Wall St. Rank hold AVAV as of Q3 2026.

  • Bourgeon Capital Management held 16,150 shares of AeroVironment worth $2.3M as of Q3 2026.
  • Bourgeon Capital Management bought 1,900 AeroVironment shares in Q3 2026, an estimated $300K.
  • AeroVironment made up 0.33% of Bourgeon Capital Management's portfolio in Q3 2026, its #52 holding.
  • Bourgeon Capital Management first reported a position in AeroVironment in Q1 2026 and has held it in 3 quarters since.
  • Bourgeon Capital Management's AeroVironment position peaked at $2.35M in Q2 2026.
  • 365 funds tracked by Wall St. Rank held AeroVironment as of Q3 2026.

Based on Bourgeon Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.