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Inspire Investing’s Avista AVA Stock Holding History

Inspire Investing’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 		$581 Hold
14
– – ﹤0.01% 1042
2025
Q4 		$549 Sell
14
-13,156
-100% -$514K ﹤0.01% 1046
2025
Q3 		$498K Buy
+13,170
New +$490K 0.05% 316
2020
Q2 		– Sell
-857
Closed -$36K – 509
2020
Q1 		$36K Buy
+857
New +$41.2K 0.01% 592
2018
Q1 		– Sell
-1,943
Closed -$100K – 240
2017
Q4 		$100K Buy
+1,943
New +$101K 0.09% 195

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

Inspire Investing's AVA Position: Q1 2026 in Review

Inspire Investing held its Avista (AVA) position steady in Q1 2026 at 14 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Inspire Investing first reported a position in AVA in Q4 2017 and has held it in 5 quarters since. The position peaked at $498K in Q3 2025. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Inspire Investing held 14 shares of Avista worth $581 as of Q1 2026.
  • Inspire Investing left its Avista share count unchanged in Q1 2026.
  • Avista made up ﹤0.01% of Inspire Investing's portfolio in Q1 2026, its #1042 holding.
  • Inspire Investing first reported a position in Avista in Q4 2017 and has held it in 5 quarters since.
  • Inspire Investing's Avista position peaked at $498K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.