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CWA Asset Management Group’s Avista AVA Stock Holding History

CWA Asset Management 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 		$6.86M Buy
167,764
+19,562
+13% +$805K 0.21% 112
2026
Q1 		$5.95M Buy
148,202
+23,907
+19% +$965K 0.2% 109
2025
Q4 		$4.79M Buy
124,295
+36,342
+41% +$1.42M 0.17% 121
2025
Q3 		$3.33M Buy
87,953
+9,582
+12% +$356K 0.12% 158
2025
Q2 		$2.97M Buy
78,371
+18,081
+30% +$713K 0.13% 157
2025
Q1 		$2.52M Buy
60,290
+14,633
+32% +$555K 0.12% 160
2024
Q4 		$1.67M Buy
+45,657
New +$1.71M 0.08% 185

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 $3.38T AUM 44.17% 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

CWA Asset Management Group's AVA Position: Q2 2026 in Review

CWA Asset Management Group increased its Avista (AVA) stake by 13% in Q2 2026, buying an estimated $805K and bringing the position to 167,764 shares worth $6.86M. The position accounts for 0.21% of the portfolio, ranked #112.

CWA Asset Management Group first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. 420 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • CWA Asset Management Group held 167,764 shares of Avista worth $6.86M as of Q2 2026.
  • CWA Asset Management Group bought 19,562 Avista shares in Q2 2026, an estimated $805K.
  • Avista made up 0.21% of CWA Asset Management Group's portfolio in Q2 2026, its #112 holding.
  • CWA Asset Management Group first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
  • 420 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.