AU
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AlphaGrep UK’s Avista AVA Stock Holding History

AlphaGrep UK’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 		$297K Sell
7,264
-4,840
-40% -$199K 0.09% 481
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
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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AlphaGrep UK's AVA Position: Q2 2026 in Review

AlphaGrep UK reduced its Avista (AVA) stake by 40% in Q2 2026, selling an estimated $199K and leaving 7,264 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #481.

AlphaGrep UK first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $486K in Q1 2026. 391 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • AlphaGrep UK held 7,264 shares of Avista worth $297K as of Q2 2026.
  • AlphaGrep UK sold 4,840 Avista shares in Q2 2026, an estimated $199K.
  • Avista made up 0.09% of AlphaGrep UK's portfolio in Q2 2026, its #481 holding.
  • AlphaGrep UK first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
  • AlphaGrep UK's Avista position peaked at $486K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.