KAS
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Kestra Advisory Services’s Avista AVA Stock Holding History

Kestra Advisory Services’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 		$346K Sell
8,462
-384
-4% -$15.8K ﹤0.01% 2632
2026
Q1 		$355K Sell
8,846
-6,951
-44% -$281K ﹤0.01% 2485
2025
Q4 		$609K Buy
15,797
+605
+4% +$23.6K ﹤0.01% 2002
2025
Q3 		$574K Buy
15,192
+7,372
+94% +$274K ﹤0.01% 1958
2025
Q2 		$297K Buy
+7,820
New +$308K ﹤0.01% 2363
2023
Q1 		– Sell
-4,546
Closed -$202K – 2065
2022
Q4 		$202K Buy
+4,546
New +$182K ﹤0.01% 2020

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

Kestra Advisory Services's AVA Position: Q2 2026 in Review

Kestra Advisory Services reduced its Avista (AVA) stake by 4.3% in Q2 2026, selling an estimated $15.8K and leaving 8,462 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Kestra Advisory Services first reported a position in AVA in Q4 2022 and has held it in 6 quarters since. The position peaked at $609K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Kestra Advisory Services held 8,462 shares of Avista worth $346K as of Q2 2026.
  • Kestra Advisory Services sold 384 Avista shares in Q2 2026, an estimated $15.8K.
  • Avista made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2632 holding.
  • Kestra Advisory Services first reported a position in Avista in Q4 2022 and has held it in 6 quarters since.
  • Kestra Advisory Services's Avista position peaked at $609K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.