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Congress Asset Management’s Avista AVA Stock Holding History

Congress Asset Management’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 		$11.2M Buy
273,449
+181,272
+197% +$7.46M 0.07% 209
2026
Q1 		$3.7M Buy
92,177
+13,215
+17% +$534K 0.03% 263
2025
Q4 		$3.04M Sell
78,962
-6,627
-8% -$259K 0.02% 258
2025
Q3 		$3.24M Buy
85,589
+295
+0.3% +$11K 0.02% 255
2025
Q2 		$3.24M Buy
85,294
+94
+0.1% +$3.71K 0.02% 256
2025
Q1 		$3.57M Sell
85,200
-469
-0.5% -$17.8K 0.03% 243
2024
Q4 		$3.14M Buy
85,669
+6,199
+8% +$233K 0.02% 259
2024
Q3 		$3.08M Sell
79,470
-728
-0.9% -$27.5K 0.02% 256
2024
Q2 		$2.78M Sell
80,198
-1,019
-1% -$36.4K 0.02% 261
2024
Q1 		$2.84M Sell
81,217
-3,564
-4% -$121K 0.02% 260
2023
Q4 		$3.03M Buy
84,781
+301
+0.4% +$10.2K 0.02% 270
2023
Q3 		$2.73M Buy
84,480
+118
+0.1% +$4.22K 0.02% 261
2023
Q2 		$3.31M Buy
84,362
+1,059
+1% +$44.9K 0.03% 249
2023
Q1 		$3.54M Buy
83,303
+8,283
+11% +$343K 0.03% 239
2022
Q4 		$3.33M Buy
75,020
+782
+1% +$31.3K 0.03% 246
2022
Q3 		$2.75M Buy
+74,238
New +$3.11M 0.03% 245

Other funds holding AVA

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Congress Asset Management's AVA Position: Q2 2026 in Review

Congress Asset Management increased its Avista (AVA) stake by 197% in Q2 2026, buying an estimated $7.46M and bringing the position to 273,449 shares worth $11.2M. The position accounts for 0.07% of the portfolio, ranked #209.

Congress Asset Management first reported a position in AVA in Q3 2022 and has held it in 16 quarters since. 60 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Congress Asset Management held 273,449 shares of Avista worth $11.2M as of Q2 2026.
  • Congress Asset Management bought 181,272 Avista shares in Q2 2026, an estimated $7.46M.
  • Avista made up 0.07% of Congress Asset Management's portfolio in Q2 2026, its #209 holding.
  • Congress Asset Management first reported a position in Avista in Q3 2022 and has held it in 16 quarters since.
  • 60 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.