Ankerstar Wealth’s Avista AVA Stock Holding History

Ankerstar Wealth’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	$491	Hold	12	–	–	﹤0.01%	665
2026 Q1	$482	Hold	12	–	–	﹤0.01%	629
2025 Q4	$462	Buy	+12	New	+$469	﹤0.01%	676

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ankerstar Wealth's AVA Position: Q2 2026 in Review

Ankerstar Wealth held its Avista (AVA) position steady in Q2 2026 at 12 shares worth $491. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Ankerstar Wealth first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Ankerstar Wealth held 12 shares of Avista worth $491 as of Q2 2026.
Ankerstar Wealth left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #665 holding.
Ankerstar Wealth first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.