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Ballentine Partners’s Idacorp IDA Stock Holding History

Ballentine Partners’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 		$380K Sell
2,511
-95
-4% -$13.7K ﹤0.01% 673
2026
Q1 		$373K Buy
2,606
+668
+34% +$91.6K 0.01% 635
2025
Q4 		$245K Sell
1,938
-50
-3% -$6.5K ﹤0.01% 822
2025
Q3 		$263K Buy
1,988
+56
+3% +$6.93K ﹤0.01% 784
2025
Q2 		$223K Buy
1,932
+82
+4% +$9.5K ﹤0.01% 834
2025
Q1 		$215K Sell
1,850
-1,010
-35% -$113K ﹤0.01% 768
2024
Q4 		$313K Buy
+2,860
New +$314K 0.01% 587
2023
Q2 		– Sell
-2,563
Closed -$278K – 620
2023
Q1 		$278K Buy
+2,563
New +$269K 0.01% 436

Other funds holding IDA

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Ballentine Partners's IDA Position: Q2 2026 in Review

Ballentine Partners reduced its Idacorp (IDA) stake by 3.6% in Q2 2026, selling an estimated $13.7K and leaving 2,511 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Ballentine Partners first reported a position in IDA in Q1 2023 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Ballentine Partners held 2,511 shares of Idacorp worth $380K as of Q2 2026.
  • Ballentine Partners sold 95 Idacorp shares in Q2 2026, an estimated $13.7K.
  • Idacorp made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #673 holding.
  • Ballentine Partners first reported a position in Idacorp in Q1 2023 and has held it in 8 quarters since.
  • 80 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.