CJ
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Caitlin John’s Avista AVA Stock Holding History

Caitlin John’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 		$1.78K Buy
44
+1
+2% +$41 ﹤0.01% 792
2026
Q1 		$1.73K Hold
43
– – ﹤0.01% 726
2025
Q4 		$1.65K Hold
43
– – ﹤0.01% 743
2025
Q3 		$1.64K Buy
+43
New +$1.6K ﹤0.01% 710
2025
Q1 		– Sell
-42
Closed -$1.54K – 175
2024
Q4 		$1.54K Hold
42
– – ﹤0.01% 688
2024
Q3 		$1.56K Buy
42
+1
+2% +$38 ﹤0.01% 685
2024
Q2 		$1.43K Hold
41
– – ﹤0.01% 693
2024
Q1 		$1.43K Sell
41
-23
-36% -$784 ﹤0.01% 726
2023
Q4 		$2.28K Buy
+64
New +$2.17K ﹤0.01% 671

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

Caitlin John's AVA Position: Q2 2026 in Review

Caitlin John increased its Avista (AVA) stake by 2.3% in Q2 2026, buying an estimated $41 and bringing the position to 44 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Caitlin John first reported a position in AVA in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.28K in Q4 2023. 418 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Caitlin John held 44 shares of Avista worth $1.78K as of Q2 2026.
  • Caitlin John bought 1 Avista share in Q2 2026, an estimated $41.
  • Avista made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #792 holding.
  • Caitlin John first reported a position in Avista in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Avista position peaked at $2.28K in Q4 2023.
  • 418 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.