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CBIZ Investment Advisory Services’s Idacorp IDA Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-44
Closed -$5.57K – 578
2025
Q4 		$5.57K Buy
+44
New +$5.72K ﹤0.01% 484

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CBIZ Investment Advisory Services's IDA Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Idacorp (IDA) in Q1 2026, closing a stake of 44 shares — an estimated $5.57K sold.

CBIZ Investment Advisory Services first reported a position in IDA in Q4 2025 and held it in 1 quarter. The position peaked at $5.57K in Q4 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Idacorp position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 44 Idacorp shares in Q1 2026, an estimated $5.57K.
  • CBIZ Investment Advisory Services first reported a position in Idacorp in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Idacorp position peaked at $5.57K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.