C
AVA icon

Covestor’s Avista AVA Stock Holding History

Covestor’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 		$10K Buy
248
+32
+15% +$1.32K 0.01% 1568
2026
Q1 		$8K Buy
216
+211
+4,220% +$8.52K 0.01% 1536
2025
Q4 		$0 Sell
5
-256
-98% -$10K ﹤0.01% 2257
2025
Q3 		$10K Sell
261
-25
-9% -$929 0.01% 1586
2025
Q2 		$11K Buy
286
+5
+2% +$197 0.01% 1511
2025
Q1 		$12K Buy
281
+9
+3% +$342 0.01% 1379
2024
Q4 		$10K Sell
272
-5
-2% -$188 0.01% 1517
2024
Q3 		$11K Sell
277
-1
-0.4% -$38 0.01% 1473
2024
Q2 		$9K Buy
278
+273
+5,460% +$9.76K 0.01% 1585
2024
Q1 		$0 Sell
5
-4,491
-100% -$153K ﹤0.01% 2224
2023
Q4 		$161K Buy
4,496
+1,182
+36% +$40K 0.11% 227
2023
Q3 		$107K Buy
3,314
+3,306
+41,325% +$118K 0.08% 373
2023
Q2 		$0 Hold
8
– – ﹤0.01% 2118
2023
Q1 		$0 Hold
8
– – ﹤0.01% 2004
2022
Q4 		$0 Sell
8
-3,422
-100% -$137K ﹤0.01% 2051
2022
Q3 		$127K Buy
3,430
+994
+41% +$41.6K 0.11% 237
2022
Q2 		$106K Sell
2,436
-56
-2% -$2.41K 0.08% 382
2022
Q1 		$113K Buy
2,492
+1,130
+83% +$49.8K 0.08% 425
2021
Q4 		$58K Buy
+1,362
New +$54.8K 0.08% 449

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

Covestor's AVA Position: Q2 2026 in Review

Covestor increased its Avista (AVA) stake by 15% in Q2 2026, buying an estimated $1.32K and bringing the position to 248 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1568.

Covestor first reported a position in AVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $161K in Q4 2023. 418 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Covestor held 248 shares of Avista worth $10K as of Q2 2026.
  • Covestor bought 32 Avista shares in Q2 2026, an estimated $1.32K.
  • Avista made up 0.01% of Covestor's portfolio in Q2 2026, its #1568 holding.
  • Covestor first reported a position in Avista in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Avista position peaked at $161K in Q4 2023.
  • 418 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.