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Action Point Financial Planning’s Idacorp IDA Stock Holding History

Action Point Financial Planning’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.14K Buy
+35
New +$5.04K ﹤0.01% 1802

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Idacorp (IDA) in Q2 2026: 35 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #1802 among its holdings.

563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Action Point Financial Planning held 35 shares of Idacorp worth $5.14K as of Q2 2026.
  • Idacorp was a new Action Point Financial Planning position in Q2 2026.
  • Idacorp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1802 holding.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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