Great Valley Advisor Group’s Avista AVA Stock Holding History

Great Valley Advisor Group’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	$602K	Hold	14,726	–	–	0.01%	656
2026 Q1	$591K	Buy	+14,726	New	+$595K	0.01%	634

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Great Valley Advisor Group's AVA Position: Q2 2026 in Review

Great Valley Advisor Group held its Avista (AVA) position steady in Q2 2026 at 14,726 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #656.

Great Valley Advisor Group first reported a position in AVA in Q1 2026 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Great Valley Advisor Group held 14,726 shares of Avista worth $602K as of Q2 2026.
Great Valley Advisor Group left its Avista share count unchanged in Q2 2026.
Avista made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #656 holding.
Great Valley Advisor Group first reported a position in Avista in Q1 2026 and has held it in 2 quarters since.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.