AIM
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Aigen Investment Management’s Avista AVA Stock Holding History

Aigen Investment Management’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 		$477K Sell
11,655
-21,878
-65% -$901K 0.13% 205
2026
Q1 		$1.35M Sell
33,533
-7,338
-18% -$296K 0.35% 88
2025
Q4 		$1.58M Buy
+40,871
New +$1.6M 0.36% 64
2025
Q3 		– Sell
-13,283
Closed -$504K – 789
2025
Q2 		$504K Sell
13,283
-8,955
-40% -$353K 0.07% 401
2025
Q1 		$931K Buy
+22,238
New +$844K 0.15% 207
2024
Q4 		– Sell
-8,629
Closed -$334K – 728
2024
Q3 		$334K Buy
+8,629
New +$326K 0.07% 432
2024
Q2 		– Sell
-8,274
Closed -$290K – 770
2024
Q1 		$290K Buy
+8,274
New +$282K 0.06% 446
2023
Q2 		– Sell
-13,315
Closed -$565K – 738
2023
Q1 		$565K Buy
+13,315
New +$551K 0.08% 289
2020
Q1 		– Sell
-1,739
Closed -$84K – 1258
2019
Q4 		$84K Buy
+1,739
New +$82.8K 0.01% 716

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

Aigen Investment Management's AVA Position: Q2 2026 in Review

Aigen Investment Management reduced its Avista (AVA) stake by 65% in Q2 2026, selling an estimated $901K and leaving 11,655 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #205.

Aigen Investment Management first reported a position in AVA in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Aigen Investment Management held 11,655 shares of Avista worth $477K as of Q2 2026.
  • Aigen Investment Management sold 21,878 Avista shares in Q2 2026, an estimated $901K.
  • Avista made up 0.13% of Aigen Investment Management's portfolio in Q2 2026, its #205 holding.
  • Aigen Investment Management first reported a position in Avista in Q4 2019 and has held it in 9 quarters since.
  • Aigen Investment Management's Avista position peaked at $1.58M in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.