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HB Wealth Management’s Idacorp IDA Stock Holding History

HB Wealth Management’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 		$875K Buy
5,782
+3,152
+120% +$454K ﹤0.01% 802
2026
Q1 		$376K Buy
2,630
+202
+8% +$27.7K ﹤0.01% 1103
2025
Q4 		$307K Buy
2,428
+202
+9% +$26.3K ﹤0.01% 1122
2025
Q3 		$294K Buy
2,226
+381
+21% +$47.2K ﹤0.01% 1085
2025
Q2 		$213K Buy
+1,845
New +$214K ﹤0.01% 1080

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

HB Wealth Management's IDA Position: Q2 2026 in Review

HB Wealth Management increased its Idacorp (IDA) stake by 120% in Q2 2026, buying an estimated $454K and bringing the position to 5,782 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

HB Wealth Management first reported a position in IDA in Q2 2025 and has held it in 5 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • HB Wealth Management held 5,782 shares of Idacorp worth $875K as of Q2 2026.
  • HB Wealth Management bought 3,152 Idacorp shares in Q2 2026, an estimated $454K.
  • Idacorp made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #802 holding.
  • HB Wealth Management first reported a position in Idacorp in Q2 2025 and has held it in 5 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.