Apella Capital
AVA icon

Apella Capital’s Avista AVA Stock Holding History

Apella Capital’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
Q3 		$681K Buy
19,324
+143
+0.7% +$5.55K 0.01% 455
2026
Q2 		$791K Sell
19,181
-13
-0.1% -$535 0.01% 406
2026
Q1 		$801K Buy
19,194
+18
+0.1% +$727 0.01% 394
2025
Q4 		$739K Sell
19,176
-123
-0.6% -$4.8K 0.01% 305
2025
Q3 		$741K Buy
19,299
+14
+0.1% +$520 0.02% 281
2025
Q2 		$736K Buy
19,285
+7
+0% +$276 0.02% 256
2025
Q1 		$766K Hold
19,278
– – 0.03% 220
2024
Q4 		$706K Hold
19,278
– – 0.03% 195
2024
Q3 		$733K Buy
19,278
+1
+0% +$38 0.03% 185
2024
Q2 		$654K Hold
19,277
– – 0.03% 186
2024
Q1 		$681K Hold
19,277
– – 0.03% 171
2023
Q4 		$698K Buy
19,277
+22
+0.1% +$745 0.04% 161
2023
Q3 		$623K Hold
19,255
– – 0.04% 150
2023
Q2 		$756K Buy
+19,255
New +$817K 0.05% 141
2022
Q4 		$854K Hold
19,255
– – 0.08% 119
2022
Q3 		$713K Hold
19,255
– – 0.08% 109
2022
Q2 		$838K Hold
19,255
– – 0.1% 105
2022
Q1 		$869K Hold
19,255
– – 0.12% 97
2021
Q4 		$818K Hold
19,255
– – 0.1% 100
2021
Q3 		$753K Hold
19,255
– – 0.11% 104
2021
Q2 		$822K Buy
+19,255
New +$883K 0.14% 107

Other funds holding AVA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Apella Capital's AVA Position: Q3 2026 in Review

Apella Capital increased its Avista (AVA) stake by 0.75% in Q3 2026, buying an estimated $5.55K and bringing the position to 19,324 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #455.

Apella Capital first reported a position in AVA in Q2 2021 and has held it in 21 quarters since. The position peaked at $869K in Q1 2022. 178 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Apella Capital held 19,324 shares of Avista worth $681K as of Q3 2026.
  • Apella Capital bought 143 Avista shares in Q3 2026, an estimated $5.55K.
  • Avista made up 0.01% of Apella Capital's portfolio in Q3 2026, its #455 holding.
  • Apella Capital first reported a position in Avista in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's Avista position peaked at $869K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.