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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
Q2 		$83.5K Buy
552
+4
+0.7% +$576 0.05% 125
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 $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

Asset Planning Inc's IDA Position: Q2 2026 in Review

Asset Planning Inc increased its Idacorp (IDA) stake by 0.73% in Q2 2026, buying an estimated $576 and bringing the position to 552 shares worth $83.5K. The position accounts for 0.05% of the portfolio, ranked #125.

Asset Planning Inc first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Asset Planning Inc held 552 shares of Idacorp worth $83.5K as of Q2 2026.
  • Asset Planning Inc bought 4 Idacorp shares in Q2 2026, an estimated $576.
  • Idacorp made up 0.05% of Asset Planning Inc's portfolio in Q2 2026, its #125 holding.
  • Asset Planning Inc first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.