AlphaGrep UK Ltd’s Avista AVA Stock Holding History

AlphaGrep UK Ltd’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$486K	Buy	12,104 +1,178	+11%	+$47.6K	0.14%	256
2025 Q4	$421K	Buy	+10,926	New	+$427K	0.14%	265

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AlphaGrep UK Ltd's AVA Position: Q1 2026 in Review

AlphaGrep UK Ltd increased its Avista (AVA) stake by 11% in Q1 2026, buying an estimated $47.6K and bringing the position to 12,104 shares worth $486K. The position accounts for 0.14% of the portfolio, ranked #256.

AlphaGrep UK Ltd first reported a position in AVA in Q4 2025 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

AlphaGrep UK Ltd held 12,104 shares of Avista worth $486K as of Q1 2026.
AlphaGrep UK Ltd bought 1,178 Avista shares in Q1 2026, an estimated $47.6K.
Avista made up 0.14% of AlphaGrep UK Ltd's portfolio in Q1 2026, its #256 holding.
AlphaGrep UK Ltd first reported a position in Avista in Q4 2025 and has held it in 2 quarters since.
405 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on AlphaGrep UK Ltd's 13F filing for Q1 2026, filed 13 Aug 2026.