Cerity Partners
AVA icon

Cerity Partners’s Avista AVA Stock Holding History

Cerity Partners’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 		$4.27M Buy
104,357
+14,828
+17% +$610K 0.01% 1185
2026
Q1 		$3.59M Buy
89,529
+58,967
+193% +$2.38M 0.01% 1168
2025
Q4 		$1.18M Buy
30,562
+10,049
+49% +$392K ﹤0.01% 1631
2025
Q3 		$776K Buy
20,513
+14,215
+226% +$528K ﹤0.01% 1724
2025
Q2 		$239K Buy
6,298
+986
+19% +$38.9K ﹤0.01% 2264
2025
Q1 		$222K Buy
+5,312
New +$202K ﹤0.01% 2163
2024
Q4 		– Sell
-7,929
Closed -$307K – 2431
2024
Q3 		$307K Buy
+7,929
New +$300K ﹤0.01% 2049
2023
Q2 		– Sell
-1,063
Closed -$1.46M – 1659
2023
Q1 		$1.46M Buy
+1,063
New +$44K ﹤0.01% 827

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

Cerity Partners's AVA Position: Q2 2026 in Review

Cerity Partners increased its Avista (AVA) stake by 17% in Q2 2026, buying an estimated $610K and bringing the position to 104,357 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #1185.

Cerity Partners first reported a position in AVA in Q1 2023 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Cerity Partners held 104,357 shares of Avista worth $4.27M as of Q2 2026.
  • Cerity Partners bought 14,828 Avista shares in Q2 2026, an estimated $610K.
  • Avista made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1185 holding.
  • Cerity Partners first reported a position in Avista in Q1 2023 and has held it in 8 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.