Baird Financial Group
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Baird Financial Group’s Avista AVA Stock Holding History

Baird Financial Group’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
Q1 		$493K Sell
12,287
-1,051
-8% -$42.4K ﹤0.01% 1481
2025
Q4 		$514K Sell
13,338
-138
-1% -$5.39K ﹤0.01% 1461
2025
Q3 		$510K Buy
13,476
+427
+3% +$15.9K ﹤0.01% 1463
2025
Q2 		$495K Sell
13,049
-1,081
-8% -$42.6K ﹤0.01% 1415
2025
Q1 		$592K Sell
14,130
-551
-4% -$20.9K ﹤0.01% 1347
2024
Q4 		$538K Sell
14,681
-1,490
-9% -$56K ﹤0.01% 1361
2024
Q3 		$627K Sell
16,171
-57
-0.4% -$2.15K ﹤0.01% 1303
2024
Q2 		$562K Sell
16,228
-1,799
-10% -$64.3K ﹤0.01% 1349
2024
Q1 		$631K Buy
18,027
+7,068
+64% +$241K ﹤0.01% 1305
2023
Q4 		$392K Sell
10,959
-666
-6% -$22.6K ﹤0.01% 1438
2023
Q3 		$376K Sell
11,625
-1,969
-14% -$70.3K ﹤0.01% 1436
2023
Q2 		$534K Buy
13,594
+840
+7% +$35.6K ﹤0.01% 1324
2023
Q1 		$541K Buy
12,754
+2,569
+25% +$106K ﹤0.01% 1295
2022
Q4 		$452K Buy
10,185
+1,354
+15% +$54.2K ﹤0.01% 1328
2022
Q3 		$327K Buy
8,831
+5
+0.1% +$209 ﹤0.01% 1429
2022
Q2 		$384K Sell
8,826
-4,171
-32% -$179K ﹤0.01% 1446
2022
Q1 		$587K Sell
12,997
-6,108
-32% -$269K ﹤0.01% 1346
2021
Q4 		$812K Sell
19,105
-1,580
-8% -$63.6K ﹤0.01% 1277
2021
Q3 		$809K Hold
20,685
– – ﹤0.01% 1286
2021
Q2 		$883K Sell
20,685
-8,794
-30% -$403K ﹤0.01% 1226
2021
Q1 		$1.41M Sell
29,479
-854
-3% -$35.2K ﹤0.01% 1005
2020
Q4 		$1.22M Hold
30,333
– – ﹤0.01% 942
2020
Q3 		$1.03M Hold
30,333
– – ﹤0.01% 935
2020
Q2 		$1.1M Sell
30,333
-500
-2% -$19.8K ﹤0.01% 896
2020
Q1 		$1.31M Buy
30,833
+597
+2% +$28.7K 0.01% 817
2019
Q4 		$1.45M Sell
30,236
-693
-2% -$33K 0.01% 863
2019
Q3 		$1.5M Sell
30,929
-3,000
-9% -$139K 0.01% 862
2019
Q2 		$1.51M Sell
33,929
-384
-1% -$16.4K 0.01% 862
2019
Q1 		$1.39M Sell
34,313
-73
-0.2% -$3K 0.01% 768
2018
Q4 		$1.46M Buy
34,386
+46
+0.1% +$2.28K 0.01% 707
2018
Q3 		$1.73M Sell
34,340
-399
-1% -$20.4K 0.01% 712
2018
Q2 		$1.83M Sell
34,739
-6,333
-15% -$331K 0.01% 685
2018
Q1 		$2.1M Sell
41,072
-3,060
-7% -$154K 0.01% 625
2017
Q4 		$2.27M Sell
44,132
-109
-0.2% -$5.65K 0.02% 593
2017
Q3 		$2.29M Sell
44,241
-7,827
-15% -$391K 0.02% 588
2017
Q2 		$2.21M Sell
52,068
-1,590
-3% -$66.3K 0.02% 581
2017
Q1 		$2.1M Sell
53,658
-11,226
-17% -$440K 0.02% 584
2016
Q4 		$2.6M Sell
64,884
-10,970
-14% -$444K 0.02% 515
2016
Q3 		$3.17M Buy
75,854
+300
+0.4% +$12.8K 0.03% 463
2016
Q2 		$3.29M Buy
75,554
+66,031
+693% +$2.71M 0.03% 437
2016
Q1 		$388K Sell
9,523
-105,196
-92% -$3.96M ﹤0.01% 984
2015
Q4 		$4.06M Sell
114,719
-3,629
-3% -$124K 0.04% 389
2015
Q3 		$3.94M Sell
118,348
-16,037
-12% -$512K 0.04% 379
2015
Q2 		$4.12M Buy
+134,385
New +$4.33M 0.04% 393

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baird Financial Group's AVA Position: Q1 2026 in Review

Baird Financial Group reduced its Avista (AVA) stake by 7.9% in Q1 2026, selling an estimated $42.4K and leaving 12,287 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Baird Financial Group first reported a position in AVA in Q2 2015 and has held it in 44 quarters since. The position peaked at $4.12M in Q2 2015. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Baird Financial Group held 12,287 shares of Avista worth $493K as of Q1 2026.
  • Baird Financial Group sold 1,051 Avista shares in Q1 2026, an estimated $42.4K.
  • Avista made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1481 holding.
  • Baird Financial Group first reported a position in Avista in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Avista position peaked at $4.12M in Q2 2015.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.