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Atria Investments’s Idacorp IDA Stock Holding History

Atria 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
Q1 		$1.49M Buy
10,428
+26
+0.2% +$3.57K 0.02% 842
2025
Q4 		$1.32M Sell
10,402
-271
-3% -$35.3K 0.02% 923
2025
Q3 		$1.41M Buy
10,673
+882
+9% +$109K 0.02% 879
2025
Q2 		$1.13M Buy
9,791
+442
+5% +$51.2K 0.01% 970
2025
Q1 		$1.09M Sell
9,349
-86
-0.9% -$9.64K 0.01% 964
2024
Q4 		$1.03M Sell
9,435
-330
-3% -$36.3K 0.01% 964
2024
Q3 		$1.01M Buy
9,765
+297
+3% +$29.7K 0.01% 968
2024
Q2 		$882K Sell
9,468
-1,549
-14% -$145K 0.01% 1006
2024
Q1 		$1.02M Buy
+11,017
New +$1.01M 0.01% 951
2019
Q4 		– Sell
-10,088
Closed -$1.14M – 1217
2019
Q3 		$1.14M Sell
10,088
-1,905
-16% -$203K 0.04% 378
2019
Q2 		$1.26M Buy
+11,993
New +$1.21M 0.05% 342

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

Atria Investments's IDA Position: Q1 2026 in Review

Atria Investments increased its Idacorp (IDA) stake by 0.25% in Q1 2026, buying an estimated $3.57K and bringing the position to 10,428 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #842.

Atria Investments first reported a position in IDA in Q2 2019 and has held it in 11 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Atria Investments held 10,428 shares of Idacorp worth $1.49M as of Q1 2026.
  • Atria Investments bought 26 Idacorp shares in Q1 2026, an estimated $3.57K.
  • Idacorp made up 0.02% of Atria Investments's portfolio in Q1 2026, its #842 holding.
  • Atria Investments first reported a position in Idacorp in Q2 2019 and has held it in 11 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.