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Buck Wealth Strategies’s Avista AVA Stock Holding History

Buck Wealth Strategies’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 		$26.1K Buy
+639
New +$26.3K ﹤0.01% 433
2025
Q4 		– Sell
-143,956
Closed -$5.44M – 173
2025
Q3 		$5.44M Buy
143,956
+5,251
+4% +$195K 0.75% 42
2025
Q2 		$5.26M Buy
138,705
+12,087
+10% +$477K 0.8% 39
2025
Q1 		$5.3M Buy
126,618
+11,309
+10% +$429K 0.96% 38
2024
Q4 		$4.22M Buy
+115,309
New +$4.33M 0.88% 44

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buck Wealth Strategies's AVA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Avista (AVA) in Q2 2026: 639 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in AVA as recently as Q3 2025.

Buck Wealth Strategies first reported a position in AVA in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.44M in Q3 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Buck Wealth Strategies held 639 shares of Avista worth $26.1K as of Q2 2026.
  • Avista was a new Buck Wealth Strategies position in Q2 2026.
  • Avista made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #433 holding.
  • Buck Wealth Strategies first reported a position in Avista in Q4 2024 and has held it in 5 quarters since.
  • Buck Wealth Strategies's Avista position peaked at $5.44M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.