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DiNuzzo Private Wealth’s Avista AVA Stock Holding History

DiNuzzo Private 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 		$410 Hold
10
– – ﹤0.01% 1150
2026
Q1 		$402 Hold
10
– – ﹤0.01% 1133
2025
Q4 		$386 Hold
10
– – ﹤0.01% 1150
2025
Q3 		$366 Hold
10
– – ﹤0.01% 1166
2025
Q2 		$380 Hold
10
– – ﹤0.01% 1142
2025
Q1 		$419 Hold
10
– – ﹤0.01% 1112
2024
Q4 		$367 Hold
10
– – ﹤0.01% 1170
2024
Q3 		$388 Buy
10
+2
+25% +$76 ﹤0.01% 1177
2024
Q2 		$277 Buy
8
+1
+14% +$36 ﹤0.01% 1205
2024
Q1 		$246 Sell
7
-2
-22% -$68 ﹤0.01% 1166
2023
Q4 		$322 Buy
+9
New +$305 ﹤0.01% 1107

Other funds holding AVA

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DiNuzzo Private Wealth's AVA Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Avista (AVA) position steady in Q2 2026 at 10 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

DiNuzzo Private Wealth first reported a position in AVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $419 in Q1 2025. 111 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • DiNuzzo Private Wealth held 10 shares of Avista worth $410 as of Q2 2026.
  • DiNuzzo Private Wealth left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1150 holding.
  • DiNuzzo Private Wealth first reported a position in Avista in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Avista position peaked at $419 in Q1 2025.
  • 111 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.