CAM
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Costello Asset Management’s Avista AVA Stock Holding History

Costello 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 		$51.3K Buy
1,253
+2
+0.2% +$82 0.02% 246
2026
Q1 		$50.2K Buy
1,251
+1
+0.1% +$40 0.02% 228
2025
Q4 		$48.2K Buy
1,250
+2
+0.2% +$78 0.02% 233
2025
Q3 		$47.2K Sell
1,248
-964
-44% -$35.8K 0.02% 249
2025
Q2 		$83.9K Sell
2,212
-226
-9% -$8.91K 0.03% 170
2025
Q1 		$102K Buy
+2,438
New +$92.5K 0.04% 147

Other funds holding AVA

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Costello Asset Management increased its Avista (AVA) stake by 0.16% in Q2 2026, buying an estimated $82 and bringing the position to 1,253 shares worth $51.3K. The position accounts for 0.02% of the portfolio, ranked #246.

Costello Asset Management first reported a position in AVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $102K in Q1 2025. 137 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Costello Asset Management held 1,253 shares of Avista worth $51.3K as of Q2 2026.
  • Costello Asset Management bought 2 Avista shares in Q2 2026, an estimated $82.
  • Avista made up 0.02% of Costello Asset Management's portfolio in Q2 2026, its #246 holding.
  • Costello Asset Management first reported a position in Avista in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Avista position peaked at $102K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.