Laird Norton Wetherby Trust Company’s Avista AVA Stock Holding History

Laird Norton Wetherby Trust Company’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	$352K	Sell	8,616 -56	-0.6%	-$2.31K	0.01%	822
2026 Q1	$348K	Sell	8,672 -161	-2%	-$6.5K	0.01%	825
2025 Q4	$340K	Buy	+8,833	New	+$345K	0.01%	844
2024 Q1	–	Sell	-10,261	Closed	-$367K	–	84
2023 Q4	$367K	Buy	+10,261	New	+$348K	0.04%	64
2022 Q2	–	Sell	-9,636	Closed	-$435K	–	127
2022 Q1	$435K	Hold	9,636	–	–	0.04%	117
2021 Q4	$409K	Hold	9,636	–	–	0.04%	124
2021 Q3	$376K	Buy	9,636 +159	+2%	+$6.66K	0.04%	118
2021 Q2	$404K	Sell	9,477 -7,806	-45%	-$358K	0.04%	104
2021 Q1	$693K	Hold	17,283	–	–	0.08%	73
2020 Q4	$694K	Buy	+17,283	New	+$634K	0.08%	67

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laird Norton Wetherby Trust Company's AVA Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Avista (AVA) stake by 0.65% in Q2 2026, selling an estimated $2.31K and leaving 8,616 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #822.

Laird Norton Wetherby Trust Company first reported a position in AVA in Q4 2020 and has held it in 10 quarters since. The position peaked at $694K in Q4 2020. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Laird Norton Wetherby Trust Company held 8,616 shares of Avista worth $352K as of Q2 2026.
Laird Norton Wetherby Trust Company sold 56 Avista shares in Q2 2026, an estimated $2.31K.
Avista made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #822 holding.
Laird Norton Wetherby Trust Company first reported a position in Avista in Q4 2020 and has held it in 10 quarters since.
Laird Norton Wetherby Trust Company's Avista position peaked at $694K in Q4 2020.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.