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Global Retirement Partners’s Idacorp IDA Stock Holding History

Global Retirement Partners’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
Q2 		$662K Buy
+4,377
New +$630K 0.01% 909
2025
Q4 		$654K Buy
5,169
+4,870
+1,629% +$634K 0.01% 822
2025
Q3 		$39.5K Sell
299
-61
-17% -$7.55K ﹤0.01% 2031
2025
Q2 		$41.6K Buy
+360
New +$41.7K ﹤0.01% 1872
2024
Q4 		$16.3K Buy
149
+64
+75% +$7.03K ﹤0.01% 2194
2024
Q3 		$8.76K Buy
85
+4
+5% +$399 ﹤0.01% 2339
2024
Q2 		$7.54K Buy
81
+55
+212% +$5.16K ﹤0.01% 2438
2024
Q1 		$2.42K Sell
26
-99
-79% -$9.07K ﹤0.01% 2676
2023
Q4 		$11.8K Buy
125
+93
+291% +$9.01K ﹤0.01% 2003
2023
Q3 		$2.99K Sell
32
-13
-29% -$1.28K ﹤0.01% 2379
2023
Q2 		$4.62K Buy
45
+5
+13% +$537 ﹤0.01% 2236
2023
Q1 		$4.43K Buy
+40
New +$4.2K ﹤0.01% 2200
2022
Q4 		– Sell
-70
Closed -$7K – 3051
2022
Q3 		$7K Buy
70
+13
+23% +$1.42K ﹤0.01% 1809
2022
Q2 		$6K Buy
57
+49
+613% +$5.29K ﹤0.01% 1822
2022
Q1 		$1K Buy
+8
New +$871 ﹤0.01% 2411

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Idacorp (IDA) in Q2 2026: 4,377 shares worth $662K. The stake represents 0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IDA as recently as Q4 2025.

Global Retirement Partners first reported a position in IDA in Q1 2022 and has held it in 15 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Global Retirement Partners held 4,377 shares of Idacorp worth $662K as of Q2 2026.
  • Idacorp was a new Global Retirement Partners position in Q2 2026.
  • Idacorp made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #909 holding.
  • Global Retirement Partners first reported a position in Idacorp in Q1 2022 and has held it in 15 quarters since.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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