FFO
AVA icon

Fortitude Family Office’s Avista AVA Stock Holding History

Fortitude Family Office’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 		$2.37K Hold
58
– – ﹤0.01% 1421
2026
Q1 		$2.33K Sell
58
-104
-64% -$4.2K ﹤0.01% 1233
2025
Q4 		$6.24K Buy
162
+128
+376% +$5K ﹤0.01% 740
2025
Q3 		$1.29K Buy
34
+13
+62% +$483 ﹤0.01% 1445
2025
Q2 		$797 Sell
21
-28
-57% -$1.1K ﹤0.01% 1609
2025
Q1 		$2.05K Hold
49
– – ﹤0.01% 918
2024
Q4 		$1.79K Hold
49
– – ﹤0.01% 1049
2024
Q3 		$1.9K Hold
49
– – ﹤0.01% 1015
2024
Q2 		$1.7K Hold
49
– – ﹤0.01% 825
2024
Q1 		$1.72K Sell
49
-68
-58% -$2.32K ﹤0.01% 841
2023
Q4 		$4.18K Buy
+117
New +$3.96K ﹤0.01% 744

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

Fortitude Family Office's AVA Position: Q2 2026 in Review

Fortitude Family Office held its Avista (AVA) position steady in Q2 2026 at 58 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Fortitude Family Office first reported a position in AVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.24K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Fortitude Family Office held 58 shares of Avista worth $2.37K as of Q2 2026.
  • Fortitude Family Office left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1421 holding.
  • Fortitude Family Office first reported a position in Avista in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Avista position peaked at $6.24K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.