Edgestream Partners’s Avista AVA Stock Holding History

Edgestream 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	$6.31M	Sell	154,222 -83,419	-35%	-$3.43M	0.19%	177
2026 Q1	$9.54M	Sell	237,641 -30,933	-12%	-$1.25M	0.31%	50
2025 Q4	$10.4M	Buy	+268,574	New	+$10.5M	0.29%	57
2025 Q1	–	Sell	-33,623	Closed	-$1.23M	–	840
2024 Q4	$1.23M	Buy	+33,623	New	+$1.26M	0.05%	511
2024 Q2	–	Sell	-30,990	Closed	-$1.09M	–	838
2024 Q1	$1.09M	Sell	30,990 -31,499	-50%	-$1.07M	0.05%	478
2023 Q4	$2.23M	Buy	62,489 +51,881	+489%	+$1.76M	0.16%	214
2023 Q3	$343K	Sell	10,608 -53,583	-83%	-$1.91M	0.03%	680
2023 Q2	$2.52M	Buy	+64,191	New	+$2.72M	0.23%	121

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

Edgestream Partners's AVA Position: Q2 2026 in Review

Edgestream Partners reduced its Avista (AVA) stake by 35% in Q2 2026, selling an estimated $3.43M and leaving 154,222 shares worth $6.31M. The position accounts for 0.19% of the portfolio, ranked #177.

Edgestream Partners first reported a position in AVA in Q2 2023 and has held it in 8 quarters since. The position peaked at $10.4M in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Edgestream Partners held 154,222 shares of Avista worth $6.31M as of Q2 2026.
Edgestream Partners sold 83,419 Avista shares in Q2 2026, an estimated $3.43M.
Avista made up 0.19% of Edgestream Partners's portfolio in Q2 2026, its #177 holding.
Edgestream Partners first reported a position in Avista in Q2 2023 and has held it in 8 quarters since.
Edgestream Partners's Avista position peaked at $10.4M in Q4 2025.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.