Daymark Wealth Partners’s Avista AVA Stock Holding History

Daymark Wealth Partners’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	$480K	Buy	11,736 +583	+5%	+$24K	0.01%	500
2026 Q1	$448K	Buy	11,153 +278	+3%	+$11.2K	0.01%	453
2025 Q4	$419K	Hold	10,875	–	–	0.01%	430
2025 Q3	$411K	Hold	10,875	–	–	0.01%	423
2025 Q2	$413K	Hold	10,875	–	–	0.02%	390
2025 Q1	$455K	Hold	10,875	–	–	0.02%	341
2024 Q4	$398K	Hold	10,875	–	–	0.02%	362
2024 Q3	$421K	Hold	10,875	–	–	0.02%	368
2024 Q2	$376K	Sell	10,875 -325	-3%	-$11.6K	0.02%	365
2024 Q1	$392K	Hold	11,200	–	–	0.02%	301
2023 Q4	$400K	Hold	11,200	–	–	0.02%	279
2023 Q3	$363K	Hold	11,200	–	–	0.03%	276
2023 Q2	$440K	Buy	+11,200	New	+$475K	0.03%	252

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

Daymark Wealth Partners's AVA Position: Q2 2026 in Review

Daymark Wealth Partners increased its Avista (AVA) stake by 5.2% in Q2 2026, buying an estimated $24K and bringing the position to 11,736 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #500.

Daymark Wealth Partners first reported a position in AVA in Q2 2023 and has held it in 13 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Daymark Wealth Partners held 11,736 shares of Avista worth $480K as of Q2 2026.
Daymark Wealth Partners bought 583 Avista shares in Q2 2026, an estimated $24K.
Avista made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #500 holding.
Daymark Wealth Partners first reported a position in Avista in Q2 2023 and has held it in 13 quarters since.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.