GIM
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Glenmede Investment Management’s Avista AVA Stock Holding History

Glenmede Investment 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
2025
Q3 		$688K Sell
18,196
-2,983
-14% -$111K ﹤0.01% 816
2025
Q2 		$804K Buy
+21,179
New +$835K ﹤0.01% 777

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glenmede Investment Management's AVA Position: Q3 2025 in Review

Glenmede Investment Management reduced its Avista (AVA) stake by 14% in Q3 2025, selling an estimated $111K and leaving 18,196 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Glenmede Investment Management first reported a position in AVA in Q2 2025 and has held it in 2 quarters since. The position peaked at $804K in Q2 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Glenmede Investment Management held 18,196 shares of Avista worth $688K as of Q3 2025.
  • Glenmede Investment Management sold 2,983 Avista shares in Q3 2025, an estimated $111K.
  • Avista made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #816 holding.
  • Glenmede Investment Management first reported a position in Avista in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's Avista position peaked at $804K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.