FAM
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Fulcrum Asset Management’s Avista AVA Stock Holding History

Fulcrum Asset Management’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 		$495 Buy
+12
New +$494 ﹤0.01% 993

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

Fulcrum Asset Management's AVA Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Avista (AVA) in Q2 2026: 12 shares worth $495. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Fulcrum Asset Management held 12 shares of Avista worth $495 as of Q2 2026.
  • Avista was a new Fulcrum Asset Management position in Q2 2026.
  • Avista made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #993 holding.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.