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Curio Wealth’s Avista AVA Stock Holding History

Curio 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 		– Sell
-1
Closed -$40 – 161
2026
Q1 		$40 Buy
+1
New +$40 ﹤0.01% 1161

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

Curio Wealth's AVA Position: Q2 2026 in Review

Curio Wealth sold out of Avista (AVA) in Q2 2026, closing a stake of 1 share — an estimated $40 sold.

Curio Wealth first reported a position in AVA in Q1 2026 and held it in 1 quarter. The position peaked at $40 in Q1 2026. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Curio Wealth reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Avista share in Q2 2026, an estimated $40.
  • Curio Wealth first reported a position in Avista in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Avista position peaked at $40 in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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