Herbst Group
AVAV icon

Herbst Group’s AeroVironment AVAV Stock Holding History

Herbst Group’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 		$782K Buy
+5,500
New +$868K 0.45% 53
2026
Q2 		– Sell
-3,800
Closed -$696K – 66
2026
Q1 		$696K Buy
+3,800
New +$1M 0.43% 51

Other funds holding AVAV

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Herbst Group's AVAV Position: Q3 2026 in Review

Herbst Group opened a new position in AeroVironment (AVAV) in Q3 2026: 5,500 shares worth $782K. The stake represents 0.45% of the portfolio and ranks #53 among its holdings. This is a return to the name: Herbst Group previously reported a position in AVAV as recently as Q1 2026.

Herbst Group first reported a position in AVAV in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold AVAV as of Q3 2026.

  • Herbst Group held 5,500 shares of AeroVironment worth $782K as of Q3 2026.
  • AeroVironment was a new Herbst Group position in Q3 2026.
  • AeroVironment made up 0.45% of Herbst Group's portfolio in Q3 2026, its #53 holding.
  • Herbst Group first reported a position in AeroVironment in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held AeroVironment as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.