Bridgewater Associates’s Avista AVA Stock Holding History

Bridgewater Associates’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	$726K	Buy	+18,091	New	+$730K	﹤0.01%	836
2025 Q4	–	Sell	-5,469	Closed	-$207K	–	1055
2025 Q3	$207K	Buy	+5,469	New	+$203K	﹤0.01%	1004
2023 Q1	–	Sell	-17,568	Closed	-$779K	–	727
2022 Q4	$779K	Buy	17,568 +6,183	+54%	+$247K	﹤0.01%	669
2022 Q3	$422K	Sell	11,385 -1,142	-9%	-$47.8K	﹤0.01%	792
2022 Q2	$545K	Buy	12,527 +3,804	+44%	+$164K	﹤0.01%	887
2022 Q1	$394K	Buy	+8,723	New	+$384K	﹤0.01%	914
2021 Q4	–	Sell	-12,767	Closed	-$499K	–	739
2021 Q3	$499K	Buy	12,767 +446	+4%	+$18.7K	﹤0.01%	595
2021 Q2	$526K	Buy	+12,321	New	+$565K	﹤0.01%	644

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bridgewater Associates's AVA Position: Q1 2026 in Review

Bridgewater Associates opened a new position in Avista (AVA) in Q1 2026: 18,091 shares worth $726K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in AVA as recently as Q3 2025.

Bridgewater Associates first reported a position in AVA in Q2 2021 and has held it in 8 quarters since. The position peaked at $779K in Q4 2022. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

Bridgewater Associates held 18,091 shares of Avista worth $726K as of Q1 2026.
Avista was a new Bridgewater Associates position in Q1 2026.
Avista made up ﹤0.01% of Bridgewater Associates's portfolio in Q1 2026, its #836 holding.
Bridgewater Associates first reported a position in Avista in Q2 2021 and has held it in 8 quarters since.
Bridgewater Associates's Avista position peaked at $779K in Q4 2022.
403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.