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Hudson Edge Investment Partners’s Avista AVA Stock Holding History

Hudson Edge Investment Partners’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 		– Sell
-4,538
Closed -$175K – 102
2025
Q4 		$175K Sell
4,538
-290
-6% -$11.3K 0.03% 87
2025
Q3 		$183K Sell
4,828
-1,929
-29% -$71.7K 0.03% 86
2025
Q2 		$256K Sell
6,757
-427
-6% -$16.8K 0.04% 89
2025
Q1 		$301K Sell
7,184
-138
-2% -$5.24K 0.06% 89
2024
Q4 		$268K Sell
7,322
-1,804
-20% -$67.8K 0.05% 119
2024
Q3 		$354K Hold
9,126
– – 0.07% 121
2024
Q2 		$316K Hold
9,126
– – 0.06% 125
2024
Q1 		$320K Hold
9,126
– – 0.06% 133
2023
Q4 		$326K Sell
9,126
-305
-3% -$10.3K 0.08% 127
2023
Q3 		$305K Sell
9,431
-30
-0.3% -$1.07K 0.1% 114
2023
Q2 		$372K Sell
9,461
-3,423
-27% -$145K 0.12% 103
2023
Q1 		$547K Sell
12,884
-275
-2% -$11.4K 0.17% 94
2022
Q4 		$583K Sell
13,159
-100
-0.8% -$4K 0.2% 86
2022
Q3 		$491K Sell
13,259
-500
-4% -$20.9K 0.18% 100
2022
Q2 		$599K Sell
13,759
-274
-2% -$11.8K 0.22% 84
2022
Q1 		$634K Buy
14,033
+2,013
+17% +$88.7K 0.2% 98
2021
Q4 		$511K Sell
12,020
-2,829
-19% -$114K 0.16% 121
2021
Q3 		$581K Hold
14,849
– – 0.19% 112
2021
Q2 		$634K Buy
14,849
+3,294
+29% +$151K 0.2% 106
2021
Q1 		$552K Sell
11,555
-907
-7% -$37.4K 0.18% 104
2020
Q4 		$500K Sell
12,462
-312
-2% -$11.5K 0.18% 106
2020
Q3 		$436K Buy
12,774
+2,813
+28% +$102K 0.18% 116
2020
Q2 		$362K Sell
9,961
-207
-2% -$8.2K 0.12% 114
2020
Q1 		$432K Sell
10,168
-4,466
-31% -$215K 0.16% 80
2019
Q4 		$704K Buy
14,634
+3,043
+26% +$145K 0.19% 78
2019
Q3 		$561K Hold
11,591
– – 0.16% 81
2019
Q2 		$517K Buy
11,591
+1,908
+20% +$81.3K 0.15% 79
2019
Q1 		$393K Sell
9,683
-4,085
-30% -$168K 0.12% 93
2018
Q4 		$585K Buy
+13,768
New +$682K 0.18% 67

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

Hudson Edge Investment Partners's AVA Position: Q1 2026 in Review

Hudson Edge Investment Partners sold out of Avista (AVA) in Q1 2026, closing a stake of 4,538 shares — an estimated $175K sold.

Hudson Edge Investment Partners first reported a position in AVA in Q4 2018 and held it in 29 quarters. The position peaked at $704K in Q4 2019. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Hudson Edge Investment Partners reported no remaining Avista position as of Q1 2026 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 4,538 Avista shares in Q1 2026, an estimated $175K.
  • Hudson Edge Investment Partners first reported a position in Avista in Q4 2018 and held it in 29 quarters.
  • Hudson Edge Investment Partners's Avista position peaked at $704K in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2026, filed 27 Apr 2026.