JSW
AVA icon

Journey Strategic Wealth’s Avista AVA Stock Holding History

Journey Strategic Wealth’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 		$222K Buy
+5,529
New +$223K 0.01% 716

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

Journey Strategic Wealth's AVA Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Avista (AVA) in Q1 2026: 5,529 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings.

403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Journey Strategic Wealth held 5,529 shares of Avista worth $222K as of Q1 2026.
  • Avista was a new Journey Strategic Wealth position in Q1 2026.
  • Avista made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #716 holding.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.