APFP
AVA icon

Action Point Financial Planning’s Avista AVA Stock Holding History

Action Point Financial Planning’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
Q2 		$15.7K Buy
+386
New +$15.9K ﹤0.01% 1240

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's AVA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avista (AVA) in Q2 2026: 386 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings.

415 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Action Point Financial Planning held 386 shares of Avista worth $15.7K as of Q2 2026.
  • Avista was a new Action Point Financial Planning position in Q2 2026.
  • Avista made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1240 holding.
  • 415 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.