GK
AVA icon

Graney & King’s Avista AVA Stock Holding History

Graney & King’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
Q1 		$204 Hold
5
– – ﹤0.01% 355
2025
Q4 		$193 Hold
5
– – ﹤0.01% 342
2025
Q3 		$189 Hold
5
– – ﹤0.01% 337
2025
Q2 		$190 Hold
5
– – ﹤0.01% 334
2025
Q1 		$209 Hold
5
– – ﹤0.01% 333
2024
Q4 		$183 Buy
+5
New +$188 ﹤0.01% 306

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Graney & King's AVA Position: Q1 2026 in Review

Graney & King held its Avista (AVA) position steady in Q1 2026 at 5 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Graney & King first reported a position in AVA in Q4 2024 and has held it in 6 quarters since. The position peaked at $209 in Q1 2025. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Graney & King held 5 shares of Avista worth $204 as of Q1 2026.
  • Graney & King left its Avista share count unchanged in Q1 2026.
  • Avista made up ﹤0.01% of Graney & King's portfolio in Q1 2026, its #355 holding.
  • Graney & King first reported a position in Avista in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's Avista position peaked at $209 in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.