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Global Retirement Partners’s Avista AVA Stock Holding History

Global Retirement Partners’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 		$41.6K Buy
+1,016
New +$41.8K ﹤0.01% 2638
2025
Q4 		$21K Buy
544
+36
+7% +$1.41K ﹤0.01% 2847
2025
Q3 		$19.2K Sell
508
-159
-24% -$5.91K ﹤0.01% 2420
2025
Q2 		$25.3K Buy
+667
New +$26.3K ﹤0.01% 2154
2024
Q4 		$13.2K Sell
359
-309
-46% -$11.6K ﹤0.01% 2289
2024
Q3 		$25.9K Buy
668
+5
+0.8% +$189 ﹤0.01% 1869
2024
Q2 		$22.9K Buy
663
+306
+86% +$10.9K ﹤0.01% 1918
2024
Q1 		$12.5K Buy
357
+283
+382% +$9.64K ﹤0.01% 2023
2023
Q4 		$2.51K Sell
74
-10
-12% -$339 ﹤0.01% 2588
2023
Q3 		$2.66K Sell
84
-5
-6% -$179 ﹤0.01% 2424
2023
Q2 		$3.5K Buy
89
+56
+170% +$2.38K ﹤0.01% 2338
2023
Q1 		$1.44K Buy
33
+13
+65% +$538 ﹤0.01% 2609
2022
Q4 		$887 Sell
20
-7
-26% -$280 ﹤0.01% 2630
2022
Q3 		$1K Hold
27
– – ﹤0.01% 2379
2022
Q2 		$1K Buy
27
+21
+350% +$903 ﹤0.01% 2345
2022
Q1 		$0 Buy
+6
New +$264 ﹤0.01% 2622

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

Global Retirement Partners's AVA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avista (AVA) in Q2 2026: 1,016 shares worth $41.6K. The stake represents ﹤0.01% of the portfolio and ranks #2638 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVA as recently as Q4 2025.

Global Retirement Partners first reported a position in AVA in Q1 2022 and has held it in 16 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Global Retirement Partners held 1,016 shares of Avista worth $41.6K as of Q2 2026.
  • Avista was a new Global Retirement Partners position in Q2 2026.
  • Avista made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2638 holding.
  • Global Retirement Partners first reported a position in Avista in Q1 2022 and has held it in 16 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.