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Capital Advisors Ltd’s Avista AVA Stock Holding History

Capital Advisors Ltd’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 		$13K Hold
326
– – ﹤0.01% 784
2026
Q1 		$13K Hold
326
– – ﹤0.01% 763
2025
Q4 		$13K Buy
326
+17
+6% +$664 ﹤0.01% 742
2025
Q3 		$12K Buy
309
+42
+16% +$1.56K ﹤0.01% 753
2025
Q2 		$10K Buy
267
+6
+2% +$237 ﹤0.01% 780
2025
Q1 		$11K Hold
261
– – ﹤0.01% 743
2024
Q4 		$10K Hold
261
– – ﹤0.01% 773
2024
Q3 		$10K Hold
261
– – ﹤0.01% 762
2024
Q2 		$9K Buy
261
+96
+58% +$3.43K ﹤0.01% 761
2024
Q1 		$6K Hold
165
– – ﹤0.01% 824
2023
Q4 		$6K Buy
+165
New +$5.59K ﹤0.01% 780
2023
Q1 		– Sell
-10
Closed – – 1201
2022
Q4 		$0 Buy
+10
New +$400 ﹤0.01% 1213

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

Capital Advisors Ltd's AVA Position: Q2 2026 in Review

Capital Advisors Ltd held its Avista (AVA) position steady in Q2 2026 at 326 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Capital Advisors Ltd first reported a position in AVA in Q4 2022 and has held it in 12 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Capital Advisors Ltd held 326 shares of Avista worth $13K as of Q2 2026.
  • Capital Advisors Ltd left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #784 holding.
  • Capital Advisors Ltd first reported a position in Avista in Q4 2022 and has held it in 12 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.