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Heritage Family Offices’s Idacorp IDA Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-2,060
Closed -$261K – 218
2025
Q4 		$261K Sell
2,060
-241
-10% -$31.4K 0.12% 158
2025
Q3 		$304K Buy
2,301
+134
+6% +$16.6K 0.14% 133
2025
Q2 		$249K Hold
2,167
– – 0.13% 150
2025
Q1 		$252K Buy
2,167
+141
+7% +$15.8K 0.13% 147
2024
Q4 		$221K Buy
+2,026
New +$223K 0.11% 170

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Family Offices's IDA Position: Q1 2026 in Review

Heritage Family Offices sold out of Idacorp (IDA) in Q1 2026, closing a stake of 2,060 shares — an estimated $261K sold.

Heritage Family Offices first reported a position in IDA in Q4 2024 and held it in 5 quarters. The position peaked at $304K in Q3 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Heritage Family Offices reported no remaining Idacorp position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,060 Idacorp shares in Q1 2026, an estimated $261K.
  • Heritage Family Offices first reported a position in Idacorp in Q4 2024 and held it in 5 quarters.
  • Heritage Family Offices's Idacorp position peaked at $304K in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.