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IEQ Capital’s Avista AVA Stock Holding History

IEQ Capital’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 		$3.87M Buy
94,667
+43,682
+86% +$1.8M 0.02% 579
2026
Q1 		$2.05M Sell
50,985
-1,759
-3% -$71K 0.01% 759
2025
Q4 		$2.03M Buy
52,744
+20,949
+66% +$818K 0.01% 783
2025
Q3 		$1.2M Buy
31,795
+4,549
+17% +$169K ﹤0.01% 939
2025
Q2 		$1.03M Buy
27,246
+10,545
+63% +$416K 0.01% 848
2025
Q1 		$699K Buy
16,701
+8,954
+116% +$340K 0.01% 856
2024
Q4 		$284K Buy
7,747
+2,050
+36% +$77K ﹤0.01% 1046
2024
Q3 		$221K Buy
+5,697
New +$215K ﹤0.01% 1031

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 $3.37T AUM 44.26% 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

IEQ Capital's AVA Position: Q2 2026 in Review

IEQ Capital increased its Avista (AVA) stake by 86% in Q2 2026, buying an estimated $1.8M and bringing the position to 94,667 shares worth $3.87M. The position accounts for 0.02% of the portfolio, ranked #579.

IEQ Capital first reported a position in AVA in Q3 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • IEQ Capital held 94,667 shares of Avista worth $3.87M as of Q2 2026.
  • IEQ Capital bought 43,682 Avista shares in Q2 2026, an estimated $1.8M.
  • Avista made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #579 holding.
  • IEQ Capital first reported a position in Avista in Q3 2024 and has held it in 8 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.