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Callan Family Office’s Idacorp IDA Stock Holding History

Callan Family Office’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$305K Sell
2,131
-186
-8% -$25.5K 0.01% 926
2025
Q4 		$293K Buy
2,317
+401
+21% +$52.2K 0.01% 935
2025
Q3 		$253K Buy
1,916
+18
+0.9% +$2.23K 0.01% 756
2025
Q2 		$219K Buy
+1,898
New +$220K 0.01% 872

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Callan Family Office's IDA Position: Q1 2026 in Review

Callan Family Office reduced its Idacorp (IDA) stake by 8% in Q1 2026, selling an estimated $25.5K and leaving 2,131 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #926.

Callan Family Office first reported a position in IDA in Q2 2025 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Callan Family Office held 2,131 shares of Idacorp worth $305K as of Q1 2026.
  • Callan Family Office sold 186 Idacorp shares in Q1 2026, an estimated $25.5K.
  • Idacorp made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #926 holding.
  • Callan Family Office first reported a position in Idacorp in Q2 2025 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.