HWA
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Heritage Wealth Advisors’s Avista AVA Stock Holding History

Heritage Wealth Advisors’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 		$16.1K Hold
400
– – ﹤0.01% 469
2025
Q4 		$15.4K Hold
400
– – ﹤0.01% 428
2025
Q3 		$15.1K Hold
400
– – ﹤0.01% 401
2025
Q2 		$15.2K Hold
400
– – ﹤0.01% 398
2025
Q1 		$16.7K Hold
400
– – ﹤0.01% 385
2024
Q4 		$14.7K Hold
400
– – ﹤0.01% 414
2024
Q3 		$15.5K Hold
400
– – ﹤0.01% 417
2024
Q2 		$13.8K Hold
400
– – ﹤0.01% 407
2024
Q1 		$14K Hold
400
– – ﹤0.01% 419
2023
Q4 		$14.3K Buy
+400
New +$13.6K ﹤0.01% 435

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

Heritage Wealth Advisors's AVA Position: Q1 2026 in Review

Heritage Wealth Advisors held its Avista (AVA) position steady in Q1 2026 at 400 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Heritage Wealth Advisors first reported a position in AVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.7K in Q1 2025. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Heritage Wealth Advisors held 400 shares of Avista worth $16.1K as of Q1 2026.
  • Heritage Wealth Advisors left its Avista share count unchanged in Q1 2026.
  • Avista made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #469 holding.
  • Heritage Wealth Advisors first reported a position in Avista in Q4 2023 and has held it in 10 quarters since.
  • Heritage Wealth Advisors's Avista position peaked at $16.7K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.