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Kestra Investment Management’s Avista AVA Stock Holding History

Kestra Investment 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 		$1.56M Buy
38,106
+13,955
+58% +$574K 0.03% 165
2026
Q1 		$969K Buy
24,151
+9,725
+67% +$393K 0.02% 215
2025
Q4 		$556K Buy
14,426
+2,862
+25% +$112K 0.01% 260
2025
Q3 		$437K Buy
11,564
+5,453
+89% +$203K 0.01% 298
2025
Q2 		$232K Buy
6,111
+182
+3% +$7.18K 0.01% 400
2025
Q1 		$248K Buy
+5,929
New +$225K 0.01% 353

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 Investment Management's AVA Position: Q2 2026 in Review

Kestra Investment Management increased its Avista (AVA) stake by 58% in Q2 2026, buying an estimated $574K and bringing the position to 38,106 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #165.

Kestra Investment Management first reported a position in AVA in Q1 2025 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Kestra Investment Management held 38,106 shares of Avista worth $1.56M as of Q2 2026.
  • Kestra Investment Management bought 13,955 Avista shares in Q2 2026, an estimated $574K.
  • Avista made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #165 holding.
  • Kestra Investment Management first reported a position in Avista in Q1 2025 and has held it in 6 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.