HIA
AVA icon

HFM Investment Advisors’s Avista AVA Stock Holding History

HFM Investment 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 		$120 Hold
3
– – ﹤0.01% 1096
2025
Q4 		$116 Hold
3
– – ﹤0.01% 1153
2025
Q3 		$113 Sell
3
-2
-40% -$74 ﹤0.01% 1134
2025
Q2 		$190 Buy
5
+4
+400% +$158 ﹤0.01% 999
2025
Q1 		$42 Buy
+1
New +$38 ﹤0.01% 1082

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

HFM Investment Advisors's AVA Position: Q1 2026 in Review

HFM Investment Advisors held its Avista (AVA) position steady in Q1 2026 at 3 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

HFM Investment Advisors first reported a position in AVA in Q1 2025 and has held it in 5 quarters since. The position peaked at $190 in Q2 2025. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • HFM Investment Advisors held 3 shares of Avista worth $120 as of Q1 2026.
  • HFM Investment Advisors left its Avista share count unchanged in Q1 2026.
  • Avista made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1096 holding.
  • HFM Investment Advisors first reported a position in Avista in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Avista position peaked at $190 in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.