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Everhart Financial Group’s Idacorp IDA Stock Holding History

Everhart Financial Group’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Sell
6,843
-167
-2% -$24K 0.07% 160
2026
Q1 		$1M Buy
7,010
+477
+7% +$65.4K 0.09% 172
2025
Q4 		$827K Buy
6,533
+335
+5% +$43.6K 0.08% 187
2025
Q3 		$819K Buy
6,198
+568
+10% +$70.3K 0.08% 177
2025
Q2 		$650K Buy
5,630
+355
+7% +$41.1K 0.08% 192
2025
Q1 		$613K Buy
5,275
+509
+11% +$57.1K 0.08% 167
2024
Q4 		$521K Buy
4,766
+395
+9% +$43.4K 0.11% 179
2024
Q3 		$451K Buy
4,371
+599
+16% +$59.8K 0.1% 206
2024
Q2 		$351K Buy
3,772
+1,025
+37% +$96.2K 0.09% 208
2024
Q1 		$255K Buy
2,747
+440
+19% +$40.3K 0.07% 233
2023
Q4 		$227K Buy
+2,307
New +$223K 0.08% 223
2023
Q3 		– Sell
-2,366
Closed -$243K – 221
2023
Q2 		$243K Buy
2,366
+257
+12% +$27.6K 0.1% 182
2023
Q1 		$228K Buy
+2,109
New +$221K 0.1% 175
2022
Q4 		– Sell
-2,654
Closed -$262K – 209
2022
Q3 		$262K Buy
2,654
+726
+38% +$79.1K 0.15% 145
2022
Q2 		$204K Buy
+1,928
New +$208K 0.12% 177

Other funds holding IDA

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Everhart Financial Group's IDA Position: Q2 2026 in Review

Everhart Financial Group reduced its Idacorp (IDA) stake by 2.4% in Q2 2026, selling an estimated $24K and leaving 6,843 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #160.

Everhart Financial Group first reported a position in IDA in Q2 2022 and has held it in 15 quarters since. 58 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Everhart Financial Group held 6,843 shares of Idacorp worth $1.04M as of Q2 2026.
  • Everhart Financial Group sold 167 Idacorp shares in Q2 2026, an estimated $24K.
  • Idacorp made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #160 holding.
  • Everhart Financial Group first reported a position in Idacorp in Q2 2022 and has held it in 15 quarters since.
  • 58 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.