IWC
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Integrated Wealth Concepts’s Avista AVA Stock Holding History

Integrated Wealth Concepts’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 		$445K Buy
10,882
+4,114
+61% +$169K ﹤0.01% 1849
2026
Q1 		$272K Buy
+6,768
New +$273K ﹤0.01% 1917
2023
Q4 		– Sell
-6,201
Closed -$201K – 1596
2023
Q3 		$201K Buy
+6,201
New +$222K ﹤0.01% 1415

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

Integrated Wealth Concepts's AVA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Avista (AVA) stake by 61% in Q2 2026, buying an estimated $169K and bringing the position to 10,882 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Integrated Wealth Concepts first reported a position in AVA in Q3 2023 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Integrated Wealth Concepts held 10,882 shares of Avista worth $445K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,114 Avista shares in Q2 2026, an estimated $169K.
  • Avista made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1849 holding.
  • Integrated Wealth Concepts first reported a position in Avista in Q3 2023 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.