Bartlett & Co Wealth Management’s Avista AVA Stock Holding History

Bartlett & Co Wealth Management’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 Q2	$61.4K	Hold	1,500	–	–	﹤0.01%	701
2026 Q1	$60.8K	Hold	1,500	–	–	﹤0.01%	647
2025 Q4	$57.8K	Hold	1,500	–	–	﹤0.01%	640
2025 Q3	$56.7K	Hold	1,500	–	–	﹤0.01%	648
2025 Q2	$56.9K	Hold	1,500	–	–	﹤0.01%	635
2025 Q1	$62.8K	Hold	1,500	–	–	﹤0.01%	612
2024 Q4	$54.9K	Hold	1,500	–	–	﹤0.01%	628
2024 Q3	$58.1K	Hold	1,500	–	–	﹤0.01%	634
2024 Q2	$51.9K	Hold	1,500	–	–	﹤0.01%	649
2024 Q1	$52.5K	Hold	1,500	–	–	﹤0.01%	656
2023 Q4	$53.8K	Hold	1,500	–	–	﹤0.01%	691
2023 Q3	$48.6K	Hold	1,500	–	–	﹤0.01%	668
2023 Q2	$58.9K	Hold	1,500	–	–	﹤0.01%	634
2023 Q1	$63.7K	Hold	1,500	–	–	﹤0.01%	533
2022 Q4	$66.5K	Hold	1,500	–	–	﹤0.01%	538
2022 Q3	$55.6K	Hold	1,500	–	–	﹤0.01%	552
2022 Q2	$65.3K	Hold	1,500	–	–	﹤0.01%	529
2022 Q1	$67.7K	Buy	+1,500	New	+$66.1K	﹤0.01%	537
2021 Q4	–	Sell	-1,500	Closed	-$58.7K	–	436
2021 Q3	$58.7K	Hold	1,500	–	–	﹤0.01%	485
2021 Q2	$64K	Hold	1,500	–	–	﹤0.01%	467
2021 Q1	$71.6K	Hold	1,500	–	–	﹤0.01%	476
2020 Q4	$60.2K	Hold	1,500	–	–	﹤0.01%	503
2020 Q3	$51.2K	Hold	1,500	–	–	﹤0.01%	491
2020 Q2	$54.6K	Hold	1,500	–	–	﹤0.01%	483
2020 Q1	$63.7K	Hold	1,500	–	–	﹤0.01%	422
2019 Q4	$72.1K	Hold	1,500	–	–	﹤0.01%	463
2019 Q3	$72.7K	Buy	+1,500	New	+$69.7K	﹤0.01%	443

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bartlett & Co Wealth Management's AVA Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Avista (AVA) position steady in Q2 2026 at 1,500 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Bartlett & Co Wealth Management first reported a position in AVA in Q3 2019 and has held it in 27 quarters since. The position peaked at $72.7K in Q3 2019. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Bartlett & Co Wealth Management held 1,500 shares of Avista worth $61.4K as of Q2 2026.
Bartlett & Co Wealth Management left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #701 holding.
Bartlett & Co Wealth Management first reported a position in Avista in Q3 2019 and has held it in 27 quarters since.
Bartlett & Co Wealth Management's Avista position peaked at $72.7K in Q3 2019.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.