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Horizon Investments’s Avista AVA Stock Holding History

Horizon Investments’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 		$900K Sell
22,002
-7,237
-25% -$298K 0.01% 767
2026
Q1 		$1.17M Sell
29,239
-3,485
-11% -$141K 0.01% 609
2025
Q4 		$1.26M Buy
32,724
+17,043
+109% +$666K 0.02% 576
2025
Q3 		$593K Sell
15,681
-19,063
-55% -$709K 0.01% 754
2025
Q2 		$1.32M Buy
+34,744
New +$1.37M 0.02% 501
2024
Q3 		– Sell
-15
Closed -$519 – 841
2024
Q2 		$519 Buy
+15
New +$536 ﹤0.01% 796

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

Horizon Investments's AVA Position: Q2 2026 in Review

Horizon Investments reduced its Avista (AVA) stake by 25% in Q2 2026, selling an estimated $298K and leaving 22,002 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #767.

Horizon Investments first reported a position in AVA in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q2 2025. 420 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Horizon Investments held 22,002 shares of Avista worth $900K as of Q2 2026.
  • Horizon Investments sold 7,237 Avista shares in Q2 2026, an estimated $298K.
  • Avista made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #767 holding.
  • Horizon Investments first reported a position in Avista in Q2 2024 and has held it in 6 quarters since.
  • Horizon Investments's Avista position peaked at $1.32M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.