Elo Mutual Pension Insurance’s Avista AVA Stock Holding History

Elo Mutual Pension Insurance’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 Q1	$1.81M	Buy	45,072 +11,743	+35%	+$474K	0.03%	392
2025 Q4	$1.28M	Buy	33,329 +6,721	+25%	+$262K	0.02%	469
2025 Q3	$1.01M	Buy	26,608 +10,437	+65%	+$388K	0.02%	514
2025 Q2	$614K	Buy	16,171 +3,102	+24%	+$122K	0.01%	548
2025 Q1	$547K	Buy	+13,069	New	+$496K	0.01%	542
2018 Q4	–	Sell	-120,374	Closed	-$6.09M	–	33
2018 Q3	$6.09M	Hold	120,374	–	–	0.26%	21
2018 Q2	$6.34M	Hold	120,374	–	–	0.29%	18
2018 Q1	$6.17M	Buy	+120,374	New	+$6.08M	0.23%	19

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elo Mutual Pension Insurance's AVA Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its Avista (AVA) stake by 35% in Q1 2026, buying an estimated $474K and bringing the position to 45,072 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #392.

Elo Mutual Pension Insurance first reported a position in AVA in Q1 2018 and has held it in 8 quarters since. The position peaked at $6.34M in Q2 2018. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

Elo Mutual Pension Insurance held 45,072 shares of Avista worth $1.81M as of Q1 2026.
Elo Mutual Pension Insurance bought 11,743 Avista shares in Q1 2026, an estimated $474K.
Avista made up 0.03% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #392 holding.
Elo Mutual Pension Insurance first reported a position in Avista in Q1 2018 and has held it in 8 quarters since.
Elo Mutual Pension Insurance's Avista position peaked at $6.34M in Q2 2018.
404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.