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Atria Investments’s Avista AVA Stock Holding History

Atria Investments’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 		$262K Buy
6,403
+527
+9% +$21.7K ﹤0.01% 1932
2026
Q1 		$236K Sell
5,876
-1,398
-19% -$56.4K ﹤0.01% 1889
2025
Q4 		$280K Buy
+7,274
New +$284K ﹤0.01% 1771
2024
Q3 		– Sell
-9,216
Closed -$319K – 1907
2024
Q2 		$319K Buy
+9,216
New +$329K ﹤0.01% 1552
2019
Q4 		– Sell
-5,230
Closed -$253K – 1197
2019
Q3 		$253K Buy
+5,230
New +$243K 0.01% 769

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

Atria Investments's AVA Position: Q2 2026 in Review

Atria Investments increased its Avista (AVA) stake by 9% in Q2 2026, buying an estimated $21.7K and bringing the position to 6,403 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Atria Investments first reported a position in AVA in Q3 2019 and has held it in 5 quarters since. The position peaked at $319K in Q2 2024. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Atria Investments held 6,403 shares of Avista worth $262K as of Q2 2026.
  • Atria Investments bought 527 Avista shares in Q2 2026, an estimated $21.7K.
  • Avista made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1932 holding.
  • Atria Investments first reported a position in Avista in Q3 2019 and has held it in 5 quarters since.
  • Atria Investments's Avista position peaked at $319K in Q2 2024.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.