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 Q2	$1.05M	Sell	6,956 -33	-0.5%	-$4.75K	0.09%	200
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Continuum Advisory's IDA Position: Q2 2026 in Review

Continuum Advisory reduced its Idacorp (IDA) stake by 0.47% in Q2 2026, selling an estimated $4.75K and leaving 6,956 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #200.

Continuum Advisory first reported a position in IDA in Q3 2023 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Continuum Advisory held 6,956 shares of Idacorp worth $1.05M as of Q2 2026.
Continuum Advisory sold 33 Idacorp shares in Q2 2026, an estimated $4.75K.
Idacorp made up 0.09% of Continuum Advisory's portfolio in Q2 2026, its #200 holding.
Continuum Advisory first reported a position in Idacorp in Q3 2023 and has held it in 12 quarters since.
565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.