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Arax Advisory Partners’s Avista AVA Stock Holding History

Arax Advisory Partners’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 		$261K Buy
6,380
+5,398
+550% +$222K ﹤0.01% 2059
2026
Q1 		$39.7K Buy
982
+481
+96% +$19.4K ﹤0.01% 1778
2025
Q4 		$19.3K Sell
501
-6,270
-93% -$245K ﹤0.01% 2130
2025
Q3 		$256K Sell
6,771
-136,609
-95% -$5.08M ﹤0.01% 1149
2025
Q2 		$3.69M Buy
143,380
+142,101
+11,110% +$5.6M 0.17% 100
2025
Q1 		$53.6K Sell
1,279
-183
-13% -$6.95K ﹤0.01% 924
2024
Q4 		$53.6K Buy
1,462
+456
+45% +$17.1K ﹤0.01% 879
2024
Q3 		$39K Hold
1,006
– – ﹤0.01% 810
2024
Q2 		$34.8K Buy
+1,006
New +$35.9K ﹤0.01% 783

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

Arax Advisory Partners's AVA Position: Q2 2026 in Review

Arax Advisory Partners increased its Avista (AVA) stake by 550% in Q2 2026, buying an estimated $222K and bringing the position to 6,380 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Arax Advisory Partners first reported a position in AVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.69M in Q2 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Arax Advisory Partners held 6,380 shares of Avista worth $261K as of Q2 2026.
  • Arax Advisory Partners bought 5,398 Avista shares in Q2 2026, an estimated $222K.
  • Avista made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2059 holding.
  • Arax Advisory Partners first reported a position in Avista in Q2 2024 and has held it in 9 quarters since.
  • Arax Advisory Partners's Avista position peaked at $3.69M in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.