Focus Partners Wealth
IDA icon

Focus Partners Wealth’s Idacorp IDA Stock Holding History

Focus Partners 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 		$4.63M Sell
30,577
-399
-1% -$57.5K ﹤0.01% 996
2026
Q1 		$4.43M Sell
30,976
-2,303
-7% -$316K ﹤0.01% 979
2025
Q4 		$4.21M Buy
33,279
+529
+2% +$68.8K ﹤0.01% 1003
2025
Q3 		$4.33M Buy
32,750
+1,640
+5% +$203K 0.01% 789
2025
Q2 		$3.59M Buy
31,110
+257
+0.8% +$29.8K 0.01% 766
2025
Q1 		$3.59M Sell
30,853
-912
-3% -$102K 0.01% 720
2024
Q4 		$3.47M Sell
31,765
-415
-1% -$45.6K 0.01% 713
2024
Q3 		$3.32M Sell
32,180
-33,366
-51% -$3.33M 0.01% 658
2024
Q2 		$6.11M Buy
65,546
+32,678
+99% +$3.07M 0.02% 467
2024
Q1 		$3.05M Buy
32,868
+494
+2% +$45.2K 0.02% 414
2023
Q4 		$3.18M Buy
+32,374
New +$3.13M 0.04% 289

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

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

Focus Partners Wealth reduced its Idacorp (IDA) stake by 1.3% in Q2 2026, selling an estimated $57.5K and leaving 30,577 shares worth $4.63M. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Focus Partners Wealth first reported a position in IDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.11M in Q2 2024. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Focus Partners Wealth held 30,577 shares of Idacorp worth $4.63M as of Q2 2026.
  • Focus Partners Wealth sold 399 Idacorp shares in Q2 2026, an estimated $57.5K.
  • Idacorp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #996 holding.
  • Focus Partners Wealth first reported a position in Idacorp in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Idacorp position peaked at $6.11M in Q2 2024.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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