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Intrua Financial’s Avista AVA Stock Holding History

Intrua Financial’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 		$703K Sell
17,183
-13
-0.1% -$535 0.06% 218
2026
Q1 		$690K Buy
17,196
+226
+1% +$9.12K 0.07% 198
2025
Q4 		$654K Buy
16,970
+1,923
+13% +$75.1K 0.07% 209
2025
Q3 		$569K Buy
15,047
+1,375
+10% +$51.1K 0.06% 227
2025
Q2 		$519K Buy
13,672
+1,053
+8% +$41.5K 0.07% 199
2025
Q1 		$528K Buy
12,619
+2,058
+19% +$78.1K 0.08% 188
2024
Q4 		$387K Buy
+10,561
New +$397K 0.06% 239

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

Intrua Financial's AVA Position: Q2 2026 in Review

Intrua Financial reduced its Avista (AVA) stake by 0.08% in Q2 2026, selling an estimated $535 and leaving 17,183 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #218.

Intrua Financial first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Intrua Financial held 17,183 shares of Avista worth $703K as of Q2 2026.
  • Intrua Financial sold 13 Avista shares in Q2 2026, an estimated $535.
  • Avista made up 0.06% of Intrua Financial's portfolio in Q2 2026, its #218 holding.
  • Intrua Financial first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.