AF
AVA icon

Advisornet Financial’s Avista AVA Stock Holding History

Advisornet Financial’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 		$19.8K Hold
483
– – ﹤0.01% 1392
2026
Q1 		$19.4K Sell
483
-77
-14% -$3.11K ﹤0.01% 1347
2025
Q4 		$21.6K Buy
560
+118
+27% +$4.61K ﹤0.01% 1296
2025
Q3 		$16.7K Hold
442
– – ﹤0.01% 1361
2025
Q2 		$16.8K Hold
442
– – ﹤0.01% 1333
2025
Q1 		$18.5K Hold
442
– – ﹤0.01% 1224
2024
Q4 		$16.2K Sell
442
-17
-4% -$638 ﹤0.01% 1199
2024
Q3 		$17.8K Buy
459
+442
+2,600% +$16.7K ﹤0.01% 1242
2024
Q2 		$588 Sell
17
-21
-55% -$750 ﹤0.01% 1923
2024
Q1 		$1.33K Buy
38
+34
+850% +$1.16K ﹤0.01% 1688
2023
Q4 		$143 Sell
4
-10
-71% -$339 ﹤0.01% 2339
2023
Q3 		$453 Buy
14
+1
+8% +$36 ﹤0.01% 2005
2023
Q2 		$511 Hold
13
– – ﹤0.01% 2049
2023
Q1 		$552 Buy
13
+1
+8% +$41 ﹤0.01% 2048
2022
Q4 		$532 Buy
+12
New +$480 ﹤0.01% 2014

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

Advisornet Financial's AVA Position: Q2 2026 in Review

Advisornet Financial held its Avista (AVA) position steady in Q2 2026 at 483 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Advisornet Financial first reported a position in AVA in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.6K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Advisornet Financial held 483 shares of Avista worth $19.8K as of Q2 2026.
  • Advisornet Financial left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1392 holding.
  • Advisornet Financial first reported a position in Avista in Q4 2022 and has held it in 15 quarters since.
  • Advisornet Financial's Avista position peaked at $21.6K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.