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Essential Partners’s Avista AVA Stock Holding History

Essential 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 		$42.7K Buy
1,043
+343
+49% +$14.1K 0.02% 656
2026
Q1 		$28.1K Buy
700
+158
+29% +$6.38K 0.01% 798
2025
Q4 		$20.9K Buy
542
+39
+8% +$1.52K 0.01% 888
2025
Q3 		$19K Sell
503
-130
-21% -$4.83K 0.01% 910
2025
Q2 		$24K Buy
+633
New +$25K 0.01% 620

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 $3.38T AUM 44.17% 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

Essential Partners's AVA Position: Q2 2026 in Review

Essential Partners increased its Avista (AVA) stake by 49% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,043 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #656.

Essential Partners first reported a position in AVA in Q2 2025 and has held it in 5 quarters since. 420 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Essential Partners held 1,043 shares of Avista worth $42.7K as of Q2 2026.
  • Essential Partners bought 343 Avista shares in Q2 2026, an estimated $14.1K.
  • Avista made up 0.02% of Essential Partners's portfolio in Q2 2026, its #656 holding.
  • Essential Partners first reported a position in Avista in Q2 2025 and has held it in 5 quarters since.
  • 420 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.