Bell Investment Advisors’s Avista AVA Stock Holding History

Bell Investment Advisors’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	$6.59K	Sell	161 -15	-9%	-$617	﹤0.01%	866
2026 Q1	$7.07K	Sell	176 -17	-9%	-$686	﹤0.01%	818
2025 Q4	$7.44K	Sell	193 -100	-34%	-$3.9K	﹤0.01%	811
2025 Q3	$11.1K	Sell	293 -28	-9%	-$1.04K	﹤0.01%	604
2025 Q2	$12.2K	Hold	321	–	–	﹤0.01%	603
2025 Q1	$13.4K	Buy	321 +55	+21%	+$2.09K	﹤0.01%	501
2024 Q4	$9.74K	Buy	266 +52	+24%	+$1.95K	﹤0.01%	617
2024 Q3	$8.29K	Sell	214 -13	-6%	-$492	﹤0.01%	695
2024 Q2	$7.86K	Buy	227 +55	+32%	+$1.97K	﹤0.01%	708
2024 Q1	$6.02K	Sell	172 -48	-22%	-$1.64K	﹤0.01%	826
2023 Q4	$7.86K	Sell	220 -3	-1%	-$102	﹤0.01%	650
2023 Q3	$7.22K	Buy	223 +210	+1,615%	+$7.5K	﹤0.01%	628
2023 Q2	$511	Hold	13	–	–	﹤0.01%	1840
2023 Q1	$552	Sell	13 -77	-86%	-$3.19K	﹤0.01%	1776
2022 Q4	$3.99K	Buy	90 +22	+32%	+$881	﹤0.01%	926
2022 Q3	$3K	Sell	68 -37	-35%	-$1.55K	﹤0.01%	872
2022 Q2	$5K	Buy	+105	New	+$4.52K	﹤0.01%	671
2021 Q4	$3K	Buy	+70	New	+$2.82K	﹤0.01%	944

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

Bell Investment Advisors's AVA Position: Q2 2026 in Review

Bell Investment Advisors reduced its Avista (AVA) stake by 8.5% in Q2 2026, selling an estimated $617 and leaving 161 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Bell Investment Advisors first reported a position in AVA in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.4K in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Bell Investment Advisors held 161 shares of Avista worth $6.59K as of Q2 2026.
Bell Investment Advisors sold 15 Avista shares in Q2 2026, an estimated $617.
Avista made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #866 holding.
Bell Investment Advisors first reported a position in Avista in Q4 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Avista position peaked at $13.4K in Q1 2025.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.