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Kingswood Wealth Advisors’s Idacorp IDA Stock Holding History

Kingswood Wealth Advisors’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Buy
1,672
+19
+1% +$2.74K 0.01% 857
2026
Q1 		$236K Sell
1,653
-41
-2% -$5.62K 0.01% 817
2025
Q4 		$214K Sell
1,694
-19
-1% -$2.47K 0.01% 800
2025
Q3 		$226K Buy
+1,713
New +$212K 0.01% 726
2025
Q2 		– Sell
-1,884
Closed -$219K – 767
2025
Q1 		$219K Hold
1,884
– – 0.02% 656
2024
Q4 		$206K Buy
+1,884
New +$207K 0.02% 724

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Kingswood Wealth Advisors's IDA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Idacorp (IDA) stake by 1.1% in Q2 2026, buying an estimated $2.74K and bringing the position to 1,672 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #857.

Kingswood Wealth Advisors first reported a position in IDA in Q4 2024 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Kingswood Wealth Advisors held 1,672 shares of Idacorp worth $253K as of Q2 2026.
  • Kingswood Wealth Advisors bought 19 Idacorp shares in Q2 2026, an estimated $2.74K.
  • Idacorp made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #857 holding.
  • Kingswood Wealth Advisors first reported a position in Idacorp in Q4 2024 and has held it in 6 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.