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Asset Planning Inc’s Idacorp IDA Stock Holding History

Asset Planning Inc’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
Q1 		$78.4K Buy
548
+3
+0.6% +$411 0.06% 127
2025
Q4 		$69K Buy
545
+4
+0.7% +$520 0.05% 126
2025
Q3 		$71.5K Buy
541
+3
+0.6% +$372 0.05% 128
2025
Q2 		$62.1K Buy
538
+4
+0.7% +$463 0.05% 129
2025
Q1 		$62K Buy
534
+4
+0.8% +$448 0.05% 130
2024
Q4 		$57.9K Buy
+530
New +$58.3K 0.04% 135

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Inc's IDA Position: Q1 2026 in Review

Asset Planning Inc increased its Idacorp (IDA) stake by 0.55% in Q1 2026, buying an estimated $411 and bringing the position to 548 shares worth $78.4K. The position accounts for 0.06% of the portfolio, ranked #127.

Asset Planning Inc first reported a position in IDA in Q4 2024 and has held it in 6 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Asset Planning Inc held 548 shares of Idacorp worth $78.4K as of Q1 2026.
  • Asset Planning Inc bought 3 Idacorp shares in Q1 2026, an estimated $411.
  • Idacorp made up 0.06% of Asset Planning Inc's portfolio in Q1 2026, its #127 holding.
  • Asset Planning Inc first reported a position in Idacorp in Q4 2024 and has held it in 6 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.