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Cornerstone Planning Group’s Avista AVA Stock Holding History

Cornerstone Planning Group’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 		$929 Hold
22
– – ﹤0.01% 1527
2026
Q1 		$901 Hold
22
– – ﹤0.01% 1498
2025
Q4 		$888 Hold
22
– – ﹤0.01% 1380
2025
Q3 		$842 Sell
22
-19
-46% -$706 ﹤0.01% 1356
2025
Q2 		$1.57K Buy
41
+19
+86% +$749 ﹤0.01% 1003
2025
Q1 		$913 Hold
22
– – ﹤0.01% 1157
2024
Q4 		$811 Hold
22
– – ﹤0.01% 1008
2024
Q3 		$829 Hold
22
– – ﹤0.01% 977
2024
Q2 		$831 Hold
22
– – ﹤0.01% 981
2024
Q1 		$821 Buy
+22
New +$749 ﹤0.01% 821

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

Cornerstone Planning Group's AVA Position: Q2 2026 in Review

Cornerstone Planning Group held its Avista (AVA) position steady in Q2 2026 at 22 shares worth $929. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Cornerstone Planning Group first reported a position in AVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57K in Q2 2025. 418 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Cornerstone Planning Group held 22 shares of Avista worth $929 as of Q2 2026.
  • Cornerstone Planning Group left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1527 holding.
  • Cornerstone Planning Group first reported a position in Avista in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Avista position peaked at $1.57K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.