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Financial Consulate’s Avista AVA Stock Holding History

Financial Consulate’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 		$410 Buy
+10
New +$412 ﹤0.01% 1370
2026
Q1 		– Sell
-15
Closed -$579 – 1408
2025
Q4 		$579 Buy
15
+3
+25% +$117 ﹤0.01% 1117
2025
Q3 		$454 Buy
+12
New +$446 ﹤0.01% 1050

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

Financial Consulate's AVA Position: Q2 2026 in Review

Financial Consulate opened a new position in Avista (AVA) in Q2 2026: 10 shares worth $410. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Financial Consulate previously reported a position in AVA as recently as Q4 2025.

Financial Consulate first reported a position in AVA in Q3 2025 and has held it in 3 quarters since. The position peaked at $579 in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Financial Consulate held 10 shares of Avista worth $410 as of Q2 2026.
  • Avista was a new Financial Consulate position in Q2 2026.
  • Avista made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1370 holding.
  • Financial Consulate first reported a position in Avista in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Avista position peaked at $579 in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.