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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
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 $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

Avalon Trust's IDA Position: Q1 2026 in Review

Avalon Trust held its Idacorp (IDA) position steady in Q1 2026 at 500 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Avalon Trust first reported a position in IDA in Q1 2023 and has held it in 13 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Avalon Trust held 500 shares of Idacorp worth $71.5K as of Q1 2026.
  • Avalon Trust left its Idacorp share count unchanged in Q1 2026.
  • Idacorp made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #249 holding.
  • Avalon Trust first reported a position in Idacorp in Q1 2023 and has held it in 13 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.