EWA
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EverSource Wealth Advisors’s Avista AVA Stock Holding History

EverSource Wealth Advisors’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 		$79.2K Sell
1,935
-847
-30% -$34.9K ﹤0.01% 1507
2026
Q1 		$112K Buy
2,782
+503
+22% +$20.3K ﹤0.01% 1367
2025
Q4 		$87.8K Buy
2,279
+283
+14% +$11.1K ﹤0.01% 1391
2025
Q3 		$75.5K Sell
1,996
-1,121
-36% -$41.7K ﹤0.01% 1421
2025
Q2 		$118K Buy
3,117
+998
+47% +$39.4K 0.01% 1109
2025
Q1 		$88.7K Sell
2,119
-302
-12% -$11.5K ﹤0.01% 957
2024
Q4 		$88.7K Buy
2,421
+1,520
+169% +$57.1K 0.01% 944
2024
Q3 		$34.9K Buy
901
+35
+4% +$1.32K ﹤0.01% 1224
2024
Q2 		$33.9K Buy
866
+137
+19% +$4.9K ﹤0.01% 1271
2024
Q1 		$26.2K Buy
729
+121
+20% +$4.12K ﹤0.01% 1238
2023
Q4 		$21.7K Buy
608
+262
+76% +$8.88K ﹤0.01% 1202
2023
Q3 		$11.2K Sell
346
-521
-60% -$18.6K ﹤0.01% 1374
2023
Q2 		$34K Sell
867
-83
-9% -$3.52K ﹤0.01% 977
2023
Q1 		$40.3K Buy
950
+579
+156% +$24K 0.01% 864
2022
Q4 		$16.5K Sell
371
-2,145
-85% -$85.9K ﹤0.01% 1126
2022
Q3 		$93K Buy
2,516
+257
+11% +$10.8K 0.02% 447
2022
Q2 		$98K Buy
2,259
+2,036
+913% +$87.6K 0.03% 379
2022
Q1 		$10K Hold
223
– – ﹤0.01% 959
2021
Q4 		$9K Buy
+223
New +$8.97K ﹤0.01% 987

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

EverSource Wealth Advisors's AVA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Avista (AVA) stake by 30% in Q2 2026, selling an estimated $34.9K and leaving 1,935 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

EverSource Wealth Advisors first reported a position in AVA in Q4 2021 and has held it in 19 quarters since. The position peaked at $118K in Q2 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • EverSource Wealth Advisors held 1,935 shares of Avista worth $79.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 847 Avista shares in Q2 2026, an estimated $34.9K.
  • Avista made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1507 holding.
  • EverSource Wealth Advisors first reported a position in Avista in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Avista position peaked at $118K in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.