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 Q2	$19.3M	Buy	471,986 +453,895	+2,509%	+$18.7M	0.08%	214
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bridgewater Associates's AVA Position: Q2 2026 in Review

Bridgewater Associates increased its Avista (AVA) stake by 2,509% in Q2 2026, buying an estimated $18.7M and bringing the position to 471,986 shares worth $19.3M. The position accounts for 0.08% of the portfolio, ranked #214.

Bridgewater Associates first reported a position in AVA in Q2 2021 and has held it in 9 quarters since. 420 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Bridgewater Associates held 471,986 shares of Avista worth $19.3M as of Q2 2026.
Bridgewater Associates bought 453,895 Avista shares in Q2 2026, an estimated $18.7M.
Avista made up 0.08% of Bridgewater Associates's portfolio in Q2 2026, its #214 holding.
Bridgewater Associates first reported a position in Avista in Q2 2021 and has held it in 9 quarters since.
420 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.