Hughes Financial Services’s Avista AVA Stock Holding History

Hughes Financial Services’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	$4.21K	Buy	103 +1	+1%	+$41	﹤0.01%	560
2026 Q1	$4.09K	Hold	102	–	–	﹤0.01%	458
2025 Q4	$3.93K	Buy	102 +2	+2%	+$78	﹤0.01%	427
2025 Q3	$4.11K	Hold	100	–	–	﹤0.01%	421
2025 Q2	$3.67K	Hold	100	–	–	﹤0.01%	444
2025 Q1	$4.23K	Buy	+100	New	+$3.79K	﹤0.01%	431

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hughes Financial Services's AVA Position: Q2 2026 in Review

Hughes Financial Services increased its Avista (AVA) stake by 0.98% in Q2 2026, buying an estimated $41 and bringing the position to 103 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Hughes Financial Services first reported a position in AVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.23K in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Hughes Financial Services held 103 shares of Avista worth $4.21K as of Q2 2026.
Hughes Financial Services bought 1 Avista share in Q2 2026, an estimated $41.
Avista made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #560 holding.
Hughes Financial Services first reported a position in Avista in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Avista position peaked at $4.23K in Q1 2025.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.