Corient Private Wealth
AVA icon

Corient Private Wealth’s Avista AVA Stock Holding History

Corient Private Wealth’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 		$2.26M Buy
55,324
+5,553
+11% +$229K ﹤0.01% 1323
2026
Q1 		$2M Buy
49,771
+44,387
+824% +$1.79M ﹤0.01% 1267
2025
Q4 		$208K Buy
+5,384
New +$210K ﹤0.01% 2403
2025
Q2 		– Sell
-5,268
Closed -$221K – 2439
2025
Q1 		$221K Sell
5,268
-192
-4% -$7.29K ﹤0.01% 2013
2024
Q4 		$200K Sell
5,460
-129
-2% -$4.84K ﹤0.01% 2121
2024
Q3 		$217K Sell
5,589
-538
-9% -$20.3K ﹤0.01% 2193
2024
Q2 		$212K Sell
6,127
-2,021
-25% -$72.2K ﹤0.01% 2098
2024
Q1 		$285K Buy
8,148
+914
+13% +$31.1K ﹤0.01% 1920
2023
Q4 		$259K Buy
+7,234
New +$245K ﹤0.01% 1944

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

Corient Private Wealth's AVA Position: Q2 2026 in Review

Corient Private Wealth increased its Avista (AVA) stake by 11% in Q2 2026, buying an estimated $229K and bringing the position to 55,324 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Corient Private Wealth first reported a position in AVA in Q4 2023 and has held it in 9 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Corient Private Wealth held 55,324 shares of Avista worth $2.26M as of Q2 2026.
  • Corient Private Wealth bought 5,553 Avista shares in Q2 2026, an estimated $229K.
  • Avista made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1323 holding.
  • Corient Private Wealth first reported a position in Avista in Q4 2023 and has held it in 9 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.