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Evolve Private Wealth’s Idacorp IDA Stock Holding History

Evolve Private Wealth’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 		$383K Sell
2,532
-565
-18% -$81.4K 0.02% 614
2026
Q1 		$443K Buy
3,097
+8
+0.3% +$1.1K 0.02% 629
2025
Q4 		$391K Buy
+3,089
New +$402K 0.02% 628

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Evolve Private Wealth's IDA Position: Q2 2026 in Review

Evolve Private Wealth reduced its Idacorp (IDA) stake by 18% in Q2 2026, selling an estimated $81.4K and leaving 2,532 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #614.

Evolve Private Wealth first reported a position in IDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $443K in Q1 2026. 564 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Evolve Private Wealth held 2,532 shares of Idacorp worth $383K as of Q2 2026.
  • Evolve Private Wealth sold 565 Idacorp shares in Q2 2026, an estimated $81.4K.
  • Idacorp made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #614 holding.
  • Evolve Private Wealth first reported a position in Idacorp in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Idacorp position peaked at $443K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.