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Arrien Investments’s Idacorp IDA Stock Holding History

Arrien Investments’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Sell
1,639
-70
-4% -$10.1K 0.13% 40
2026
Q1 		$244K Sell
1,709
-87
-5% -$11.9K 0.13% 37
2025
Q4 		$227K Sell
1,796
-381
-18% -$49.6K 0.13% 44
2025
Q3 		$288K Sell
2,177
-214
-9% -$26.5K 0.17% 34
2025
Q2 		$276K Sell
2,391
-278
-10% -$32.2K 0.17% 35
2025
Q1 		$310K Buy
2,669
+1
+0% +$112 0.22% 29
2024
Q4 		$293K Sell
2,668
-38
-1% -$4.18K 0.21% 30
2024
Q3 		$279K Buy
2,706
+1
+0% +$100 0.2% 29
2024
Q2 		$252K Sell
2,705
-348
-11% -$32.7K 0.2% 33
2024
Q1 		$284K Sell
3,053
-67
-2% -$6.13K 0.22% 33
2023
Q4 		$307K Sell
3,120
-314
-9% -$30.4K 0.27% 28
2023
Q3 		$322K Buy
3,434
+630
+22% +$62.2K 0.3% 27
2023
Q2 		$288K Buy
2,804
+1
+0% +$107 0.24% 31
2023
Q1 		$304K Buy
+2,803
New +$294K 0.3% 26

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Arrien Investments's IDA Position: Q2 2026 in Review

Arrien Investments reduced its Idacorp (IDA) stake by 4.1% in Q2 2026, selling an estimated $10.1K and leaving 1,639 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #40.

Arrien Investments first reported a position in IDA in Q1 2023 and has held it in 14 quarters since. The position peaked at $322K in Q3 2023. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Arrien Investments held 1,639 shares of Idacorp worth $248K as of Q2 2026.
  • Arrien Investments sold 70 Idacorp shares in Q2 2026, an estimated $10.1K.
  • Idacorp made up 0.13% of Arrien Investments's portfolio in Q2 2026, its #40 holding.
  • Arrien Investments first reported a position in Idacorp in Q1 2023 and has held it in 14 quarters since.
  • Arrien Investments's Idacorp position peaked at $322K in Q3 2023.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.