HIA
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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
Q2 		$287 Buy
7
+4
+133% +$165 ﹤0.01% 1133
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HFM Investment Advisors's AVA Position: Q2 2026 in Review

HFM Investment Advisors increased its Avista (AVA) stake by 133% in Q2 2026, buying an estimated $165 and bringing the position to 7 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

HFM Investment Advisors first reported a position in AVA in Q1 2025 and has held it in 6 quarters since. 420 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Avista worth $287 as of Q2 2026.
  • HFM Investment Advisors bought 4 Avista shares in Q2 2026, an estimated $165.
  • Avista made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1133 holding.
  • HFM Investment Advisors first reported a position in Avista in Q1 2025 and has held it in 6 quarters since.
  • 420 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.