Envestnet Portfolio Solutions
AVA icon

Envestnet Portfolio Solutions’s Avista AVA Stock Holding History

Envestnet Portfolio Solutions’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 		$294K Sell
7,192
-139
-2% -$5.72K ﹤0.01% 1194
2026
Q1 		$294K Buy
7,331
+9
+0.1% +$363 ﹤0.01% 1125
2025
Q4 		$282K Sell
7,322
-8,640
-54% -$337K ﹤0.01% 1315
2025
Q3 		$604K Sell
15,962
-2,040
-11% -$75.8K ﹤0.01% 957
2025
Q2 		$683K Buy
18,002
+9,544
+113% +$376K ﹤0.01% 957
2025
Q1 		$354K Sell
8,458
-2,971
-26% -$113K ﹤0.01% 1214
2024
Q4 		$419K Buy
11,429
+2,593
+29% +$97.4K ﹤0.01% 1327
2024
Q3 		$342K Buy
8,836
+2,140
+32% +$80.9K ﹤0.01% 1377
2024
Q2 		$232K Buy
6,696
+424
+7% +$15.2K ﹤0.01% 1519
2024
Q1 		$220K Buy
+6,272
New +$214K ﹤0.01% 1521

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 $3.37T AUM 44.26% 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

Envestnet Portfolio Solutions's AVA Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Avista (AVA) stake by 1.9% in Q2 2026, selling an estimated $5.72K and leaving 7,192 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Envestnet Portfolio Solutions first reported a position in AVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $683K in Q2 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,192 shares of Avista worth $294K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 139 Avista shares in Q2 2026, an estimated $5.72K.
  • Avista made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1194 holding.
  • Envestnet Portfolio Solutions first reported a position in Avista in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's Avista position peaked at $683K in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.