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Continuum Advisory’s Idacorp IDA Stock Holding History

Continuum Advisory’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 		$999K Sell
6,989
-1,211
-15% -$166K 0.1% 197
2025
Q4 		$1.04M Buy
8,200
+1,110
+16% +$144K 0.1% 183
2025
Q3 		$937K Buy
7,090
+1,026
+17% +$127K 0.1% 183
2025
Q2 		$700K Buy
6,064
+1,093
+22% +$127K 0.08% 217
2025
Q1 		$578K Buy
4,971
+180
+4% +$20.2K 0.07% 223
2024
Q4 		$524K Hold
4,791
– – 0.07% 234
2024
Q3 		$559K Buy
4,791
+26
+0.5% +$2.6K 0.07% 232
2024
Q2 		$444K Hold
4,765
– – 0.06% 240
2024
Q1 		$466K Sell
4,765
-459
-9% -$42K 0.07% 241
2023
Q4 		$514K Buy
5,224
+1,154
+28% +$112K 0.07% 276
2023
Q3 		$381K Buy
+4,070
New +$402K 0.06% 321

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Continuum Advisory's IDA Position: Q1 2026 in Review

Continuum Advisory reduced its Idacorp (IDA) stake by 15% in Q1 2026, selling an estimated $166K and leaving 6,989 shares worth $999K. The position accounts for 0.1% of the portfolio, ranked #197.

Continuum Advisory first reported a position in IDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Continuum Advisory held 6,989 shares of Idacorp worth $999K as of Q1 2026.
  • Continuum Advisory sold 1,211 Idacorp shares in Q1 2026, an estimated $166K.
  • Idacorp made up 0.1% of Continuum Advisory's portfolio in Q1 2026, its #197 holding.
  • Continuum Advisory first reported a position in Idacorp in Q3 2023 and has held it in 11 quarters since.
  • Continuum Advisory's Idacorp position peaked at $1.04M in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.