Focus Partners Wealth
AVA icon

Focus Partners Wealth’s Avista AVA Stock Holding History

Focus Partners Wealth’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 		$513K Buy
12,539
+3,135
+33% +$129K ﹤0.01% 1952
2026
Q1 		$377K Sell
9,404
-7,451
-44% -$301K ﹤0.01% 2064
2025
Q4 		$650K Buy
16,855
+10,757
+176% +$420K ﹤0.01% 1836
2025
Q3 		$269K Buy
6,098
+147
+2% +$5.46K ﹤0.01% 1906
2025
Q2 		$226K Buy
+5,951
New +$235K ﹤0.01% 1809

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

Focus Partners Wealth's AVA Position: Q2 2026 in Review

Focus Partners Wealth increased its Avista (AVA) stake by 33% in Q2 2026, buying an estimated $129K and bringing the position to 12,539 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Focus Partners Wealth first reported a position in AVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $650K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Focus Partners Wealth held 12,539 shares of Avista worth $513K as of Q2 2026.
  • Focus Partners Wealth bought 3,135 Avista shares in Q2 2026, an estimated $129K.
  • Avista made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1952 holding.
  • Focus Partners Wealth first reported a position in Avista in Q2 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's Avista position peaked at $650K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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