Focus Partners Wealth
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focus Partners Wealth's IDA Position: Q1 2026 in Review

Focus Partners Wealth reduced its Idacorp (IDA) stake by 6.9% in Q1 2026, selling an estimated $316K and leaving 30,976 shares worth $4.43M. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Focus Partners Wealth first reported a position in IDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.11M in Q2 2024. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Focus Partners Wealth held 30,976 shares of Idacorp worth $4.43M as of Q1 2026.
  • Focus Partners Wealth sold 2,303 Idacorp shares in Q1 2026, an estimated $316K.
  • Idacorp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #979 holding.
  • Focus Partners Wealth first reported a position in Idacorp in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Idacorp position peaked at $6.11M in Q2 2024.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.