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Inspire Advisors’s Avista AVA Stock Holding History

Inspire Advisors’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 		$501K Buy
+12,257
New +$505K 0.03% 388
2025
Q4 		– Sell
-29,582
Closed -$1.12M – 552
2025
Q3 		$1.12M Buy
+29,582
New +$1.1M 0.11% 142
2025
Q2 		– Sell
-77,755
Closed -$3.26M – 503
2025
Q1 		$3.26M Buy
77,755
+21,104
+37% +$801K 0.38% 29
2024
Q4 		$2.08M Buy
56,651
+13,475
+31% +$506K 0.25% 54
2024
Q3 		$1.67M Buy
43,176
+2,158
+5% +$81.6K 0.2% 77
2024
Q2 		$1.42M Buy
+41,018
New +$1.47M 0.19% 72
2021
Q1 		– Sell
-584
Closed -$23K – 132
2020
Q4 		$23K Buy
+584
New +$21.4K 0.01% 376

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

Inspire Advisors's AVA Position: Q2 2026 in Review

Inspire Advisors opened a new position in Avista (AVA) in Q2 2026: 12,257 shares worth $501K. The stake represents 0.03% of the portfolio and ranks #388 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in AVA as recently as Q3 2025.

Inspire Advisors first reported a position in AVA in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.26M in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Inspire Advisors held 12,257 shares of Avista worth $501K as of Q2 2026.
  • Avista was a new Inspire Advisors position in Q2 2026.
  • Avista made up 0.03% of Inspire Advisors's portfolio in Q2 2026, its #388 holding.
  • Inspire Advisors first reported a position in Avista in Q4 2020 and has held it in 7 quarters since.
  • Inspire Advisors's Avista position peaked at $3.26M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.