Capstone Investment Advisors
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Capstone Investment Advisors’s Avista AVA Stock Holding History

Capstone Investment Advisors’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
Q1 		$1.1M Buy
+27,484
New +$1.11M ﹤0.01% 835
2025
Q3 		– Sell
-6,338
Closed -$241K – 1907
2025
Q2 		$241K Buy
+6,338
New +$250K ﹤0.01% 1478
2024
Q1 		– Sell
-14,513
Closed -$519K – 2335
2023
Q4 		$519K Buy
+14,513
New +$492K ﹤0.01% 1325
2019
Q1 		– Sell
-77,863
Closed -$3.31M – 1289
2018
Q4 		$3.31M Buy
77,863
+1,102
+1% +$54.6K 0.04% 338
2018
Q3 		$3.88M Sell
76,761
-39,691
-34% -$2.03M 0.04% 300
2018
Q2 		$6.13M Buy
116,452
+27,115
+30% +$1.42M 0.09% 137
2018
Q1 		$4.58M Buy
+89,337
New +$4.51M 0.09% 146
2016
Q3 		– Sell
-8,600
Closed -$385K – 734
2016
Q2 		$385K Sell
8,600
-1,861
-18% -$76.3K 0.01% 523
2016
Q1 		$426K Buy
+10,461
New +$394K 0.01% 447

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capstone Investment Advisors's AVA Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Avista (AVA) in Q1 2026: 27,484 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AVA as recently as Q2 2025.

Capstone Investment Advisors first reported a position in AVA in Q1 2016 and has held it in 9 quarters since. The position peaked at $6.13M in Q2 2018. 405 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Capstone Investment Advisors held 27,484 shares of Avista worth $1.1M as of Q1 2026.
  • Avista was a new Capstone Investment Advisors position in Q1 2026.
  • Avista made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #835 holding.
  • Capstone Investment Advisors first reported a position in Avista in Q1 2016 and has held it in 9 quarters since.
  • Capstone Investment Advisors's Avista position peaked at $6.13M in Q2 2018.
  • 405 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.