JAM
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Jupiter Asset Management’s Avista AVA Stock Holding History

Jupiter Asset Management’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 		– Sell
-58,057
Closed -$2.33M – 543
2026
Q1 		$2.33M Buy
+58,057
New +$2.34M 0.01% 394
2025
Q3 		– Sell
-5,295
Closed -$201K – 431
2025
Q2 		$201K Sell
5,295
-424,910
-99% -$16.8M ﹤0.01% 428
2025
Q1 		$18M Buy
430,205
+1,461
+0.3% +$55.4K 0.17% 170
2024
Q4 		$15.7M Sell
428,744
-48,447
-10% -$1.82M 0.15% 181
2024
Q3 		$18.5M Buy
477,191
+271,168
+132% +$10.3M 0.16% 172
2024
Q2 		$7.13M Buy
+206,023
New +$7.36M 0.07% 245
2024
Q1 		– Sell
-22,859
Closed -$817K – 431
2023
Q4 		$817K Sell
22,859
-415,725
-95% -$14.1M 0.01% 396
2023
Q3 		$14.2M Buy
+438,584
New +$15.7M 0.16% 169

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

Jupiter Asset Management's AVA Position: Q2 2026 in Review

Jupiter Asset Management sold out of Avista (AVA) in Q2 2026, closing a stake of 58,057 shares — an estimated $2.33M sold.

Jupiter Asset Management first reported a position in AVA in Q3 2023 and held it in 8 quarters. The position peaked at $18.5M in Q3 2024. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Jupiter Asset Management reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
  • Jupiter Asset Management sold 58,057 Avista shares in Q2 2026, an estimated $2.33M.
  • Jupiter Asset Management first reported a position in Avista in Q3 2023 and held it in 8 quarters.
  • Jupiter Asset Management's Avista position peaked at $18.5M in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.