Financial Perspectives’s Avista AVA Stock Holding History

Financial Perspectives’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	$31.4K	Hold	768	–	–	0.01%	401
2026 Q1	$30.8K	Hold	768	–	–	0.01%	382
2025 Q4	$29.6K	Hold	768	–	–	0.01%	385
2025 Q3	$29K	Hold	768	–	–	0.01%	388
2025 Q2	$29.1K	Hold	768	–	–	0.01%	374
2025 Q1	$32.2K	Hold	768	–	–	0.01%	352
2024 Q4	$28.1K	Hold	768	–	–	0.01%	365
2024 Q3	$29.8K	Hold	768	–	–	0.01%	337
2024 Q2	$26.6K	Hold	768	–	–	0.01%	344
2024 Q1	$26.9K	Hold	768	–	–	0.01%	342
2023 Q4	$27.4K	Hold	768	–	–	0.01%	343
2023 Q3	$24.9K	Hold	768	–	–	0.01%	335
2023 Q2	$30.2K	Hold	768	–	–	0.01%	317
2023 Q1	$32.6K	Hold	768	–	–	0.02%	305
2022 Q4	$34.1K	Hold	768	–	–	0.02%	293
2022 Q3	$28.5K	Hold	768	–	–	0.02%	304
2022 Q2	$33.4K	Hold	768	–	–	0.02%	282
2022 Q1	$34.7K	Hold	768	–	–	0.02%	300
2021 Q4	$32.6K	Hold	768	–	–	0.02%	294
2021 Q3	$30K	Hold	768	–	–	0.02%	299
2021 Q2	$32.8K	Hold	768	–	–	0.02%	308
2021 Q1	$36.7K	Hold	768	–	–	0.02%	279
2020 Q4	$30.8K	Hold	768	–	–	0.02%	280
2020 Q3	$26.2K	Hold	768	–	–	0.02%	260
2020 Q2	$27.9K	Hold	768	–	–	0.02%	236
2020 Q1	$32.6K	Hold	768	–	–	0.03%	196
2019 Q4	$36.9K	Buy	+768	New	+$36.6K	0.03%	199

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Perspectives's AVA Position: Q2 2026 in Review

Financial Perspectives held its Avista (AVA) position steady in Q2 2026 at 768 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #401.

Financial Perspectives first reported a position in AVA in Q4 2019 and has held it in 27 quarters since. The position peaked at $36.9K in Q4 2019. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Financial Perspectives held 768 shares of Avista worth $31.4K as of Q2 2026.
Financial Perspectives left its Avista share count unchanged in Q2 2026.
Avista made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #401 holding.
Financial Perspectives first reported a position in Avista in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Avista position peaked at $36.9K in Q4 2019.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.