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Bartlett & Co Wealth Management’s Idacorp IDA Stock Holding History

Bartlett & Co Wealth Management’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 		$151 Hold
1
– – ﹤0.01% 1297
2026
Q1 		$147 Buy
+1
New +$137 ﹤0.01% 1237
2022
Q4 		– Sell
-25
Closed -$2.48K – 1151
2022
Q3 		$2.48K Sell
25
-38
-60% -$4.14K ﹤0.01% 1024
2022
Q2 		$6.67K Buy
+63
New +$6.81K ﹤0.01% 960
2021
Q4 		– Sell
-12
Closed -$1.24K – 621
2021
Q3 		$1.24K Buy
+12
New +$1.25K ﹤0.01% 904

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

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

Bartlett & Co Wealth Management held its Idacorp (IDA) position steady in Q2 2026 at 1 share worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Bartlett & Co Wealth Management first reported a position in IDA in Q3 2021 and has held it in 5 quarters since. The position peaked at $6.67K in Q2 2022. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Bartlett & Co Wealth Management held 1 share of Idacorp worth $151 as of Q2 2026.
  • Bartlett & Co Wealth Management left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1297 holding.
  • Bartlett & Co Wealth Management first reported a position in Idacorp in Q3 2021 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's Idacorp position peaked at $6.67K in Q2 2022.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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