CVA Family Office’s Avista AVA Stock Holding History

CVA Family Office’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	$3.68K	Buy	90 +15	+20%	+$617	﹤0.01%	1370
2026 Q1	$3.01K	Buy	+75	New	+$3.03K	﹤0.01%	1412

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CVA Family Office's AVA Position: Q2 2026 in Review

CVA Family Office increased its Avista (AVA) stake by 20% in Q2 2026, buying an estimated $617 and bringing the position to 90 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

CVA Family Office first reported a position in AVA in Q1 2026 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

CVA Family Office held 90 shares of Avista worth $3.68K as of Q2 2026.
CVA Family Office bought 15 Avista shares in Q2 2026, an estimated $617.
Avista made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1370 holding.
CVA Family Office first reported a position in Avista in Q1 2026 and has held it in 2 quarters since.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.