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Highland Investment Advisors LLC’s Avista AVA Stock Holding History

Highland Investment Advisors LLC’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 		$11.3K Buy
+277
New +$11.4K ﹤0.01% 344

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Highland Investment Advisors LLC's AVA Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Avista (AVA) in Q2 2026: 277 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #344 among its holdings.

321 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Highland Investment Advisors LLC held 277 shares of Avista worth $11.3K as of Q2 2026.
  • Avista was a new Highland Investment Advisors LLC position in Q2 2026.
  • Avista made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #344 holding.
  • 321 funds tracked by Wall St. Rank held Avista as of Q2 2026.

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