AT
IDA icon

Avalon Trust’s Idacorp IDA Stock Holding History

Avalon Trust’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 		$75.7K Hold
500
– – ﹤0.01% 241
2026
Q1 		$71.5K Hold
500
– – ﹤0.01% 249
2025
Q4 		$63.3K Hold
500
– – ﹤0.01% 247
2025
Q3 		$66.1K Hold
500
– – ﹤0.01% 278
2025
Q2 		$57.7K Hold
500
– – ﹤0.01% 243
2025
Q1 		$58.1K Sell
500
-30
-6% -$3.36K ﹤0.01% 235
2024
Q4 		$57.9K Buy
530
+30
+6% +$3.3K ﹤0.01% 211
2024
Q3 		$51.5K Hold
500
– – ﹤0.01% 214
2024
Q2 		$46.6K Hold
500
– – ﹤0.01% 215
2024
Q1 		$46.4K Hold
500
– – ﹤0.01% 226
2023
Q4 		$49.2K Hold
500
– – ﹤0.01% 213
2023
Q3 		$46.8K Hold
500
– – ﹤0.01% 194
2023
Q2 		$51.3K Hold
500
– – ﹤0.01% 201
2023
Q1 		$54.2K Buy
+500
New +$52.5K 0.01% 195

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

Avalon Trust's IDA Position: Q2 2026 in Review

Avalon Trust held its Idacorp (IDA) position steady in Q2 2026 at 500 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Avalon Trust first reported a position in IDA in Q1 2023 and has held it in 14 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Avalon Trust held 500 shares of Idacorp worth $75.7K as of Q2 2026.
  • Avalon Trust left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #241 holding.
  • Avalon Trust first reported a position in Idacorp in Q1 2023 and has held it in 14 quarters since.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.