Cedar Mountain Advisors’s Avista AVA Stock Holding History

Cedar Mountain 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 Q2	$31.5K	Hold	769	–	–	0.01%	246
2026 Q1	$30.9K	Hold	769	–	–	0.01%	218
2025 Q4	$29.6K	Hold	769	–	–	0.01%	152
2025 Q3	$29.1K	Hold	769	–	–	0.01%	151
2025 Q2	$29.2K	Buy	769 +1	+0.1%	+$39	0.01%	131
2025 Q1	$32.2K	Hold	768	–	–	0.01%	120
2024 Q4	$28.1K	Hold	768	–	–	0.01%	132
2024 Q3	$29.8K	Hold	768	–	–	0.01%	118
2024 Q2	$26.6K	Hold	768	–	–	0.01%	114
2024 Q1	$26.9K	Hold	768	–	–	0.01%	115
2023 Q4	$27.4K	Hold	768	–	–	0.01%	107
2023 Q3	$24.9K	Hold	768	–	–	0.01%	103
2023 Q2	$30.2K	Hold	768	–	–	0.01%	97
2023 Q1	$32.6K	Hold	768	–	–	0.01%	92
2022 Q4	$34K	Hold	768	–	–	0.01%	90
2022 Q3	$28K	Hold	768	–	–	0.01%	92
2022 Q2	$33K	Hold	768	–	–	0.01%	89
2022 Q1	$35K	Hold	768	–	–	0.01%	94
2021 Q4	$33K	Buy	768 +1	+0.1%	+$40	0.01%	96
2021 Q3	$30K	Hold	767	–	–	0.01%	99
2021 Q2	$33K	Hold	767	–	–	0.01%	91
2021 Q1	$37K	Hold	767	–	–	0.01%	89
2020 Q4	$31K	Hold	767	–	–	0.01%	98
2020 Q3	$26K	Hold	767	–	–	0.01%	91
2020 Q2	$28K	Hold	767	–	–	0.01%	85
2020 Q1	$33K	Hold	767	–	–	0.02%	69
2019 Q4	$37K	Buy	+767	New	+$36.5K	0.01%	79

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cedar Mountain Advisors's AVA Position: Q2 2026 in Review

Cedar Mountain Advisors held its Avista (AVA) position steady in Q2 2026 at 769 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #246.

Cedar Mountain Advisors first reported a position in AVA in Q4 2019 and has held it in 27 quarters since. The position peaked at $37K in Q1 2021. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Cedar Mountain Advisors held 769 shares of Avista worth $31.5K as of Q2 2026.
Cedar Mountain Advisors left its Avista share count unchanged in Q2 2026.
Avista made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #246 holding.
Cedar Mountain Advisors first reported a position in Avista in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's Avista position peaked at $37K in Q1 2021.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.