Newbridge Financial Services Group’s AeroVironment AVAV Stock Holding History

Newbridge Financial Services 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	$62K	Sell	436 -104	-19%	-$16.4K	0.01%	427
2026 Q2	$89.1K	Sell	540 -215	-28%	-$38.5K	0.01%	355
2026 Q1	$138K	Buy	755 +32	+4%	+$8.43K	0.02%	267
2025 Q4	$175K	Buy	+723	New	+$227K	0.03%	248
2024 Q4	–	Sell	-879	Closed	-$176K	–	1141
2024 Q3	$176K	Buy	879 +779	+779%	+$140K	0.06%	156
2024 Q2	$18.2K	Hold	100	–	–	0.01%	588
2024 Q1	$15.3K	Buy	+100	New	+$13.4K	0.01%	667
2023 Q4	–	Sell	-100	Closed	-$11.2K	–	1156
2023 Q3	$11.2K	Hold	100	–	–	0.01%	797
2023 Q2	$10.2K	Hold	100	–	–	0.01%	884
2023 Q1	$9.17K	Hold	100	–	–	﹤0.01%	924
2022 Q4	$8.57K	Hold	100	–	–	﹤0.01%	944
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	925
2022 Q2	$8K	Hold	100	–	–	0.01%	907
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	958
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	1022
2021 Q3	$9K	Buy	+100	New	+$9.7K	0.01%	893

Other funds holding AVAV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Newbridge Financial Services Group's AVAV Position: Q3 2026 in Review

Newbridge Financial Services Group reduced its AeroVironment (AVAV) stake by 19% in Q3 2026, selling an estimated $16.4K and leaving 436 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #427.

Newbridge Financial Services Group first reported a position in AVAV in Q3 2021 and has held it in 16 quarters since. The position peaked at $176K in Q3 2024. 300 funds tracked by Wall St. Rank hold AVAV as of Q3 2026.

Newbridge Financial Services Group held 436 shares of AeroVironment worth $62K as of Q3 2026.
Newbridge Financial Services Group sold 104 AeroVironment shares in Q3 2026, an estimated $16.4K.
AeroVironment made up 0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #427 holding.
Newbridge Financial Services Group first reported a position in AeroVironment in Q3 2021 and has held it in 16 quarters since.
Newbridge Financial Services Group's AeroVironment position peaked at $176K in Q3 2024.
300 funds tracked by Wall St. Rank held AeroVironment as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.