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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
Q2 		$1.14M Sell
7,535
-2,893
-28% -$417K 0.01% 1039
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Atria Investments's IDA Position: Q2 2026 in Review

Atria Investments reduced its Idacorp (IDA) stake by 28% in Q2 2026, selling an estimated $417K and leaving 7,535 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1039.

Atria Investments first reported a position in IDA in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.49M in Q1 2026. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Atria Investments held 7,535 shares of Idacorp worth $1.14M as of Q2 2026.
  • Atria Investments sold 2,893 Idacorp shares in Q2 2026, an estimated $417K.
  • Idacorp made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1039 holding.
  • Atria Investments first reported a position in Idacorp in Q2 2019 and has held it in 12 quarters since.
  • Atria Investments's Idacorp position peaked at $1.49M in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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