Lido Advisors
AVA icon

Lido Advisors’s Avista AVA Stock Holding History

Lido Advisors’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 		$401K Buy
9,805
+706
+8% +$29.1K ﹤0.01% 1598
2026
Q1 		$365K Buy
9,099
+1,158
+15% +$46.8K ﹤0.01% 1466
2025
Q4 		$302K Buy
7,941
+251
+3% +$9.8K ﹤0.01% 1565
2025
Q3 		$291K Buy
7,690
+889
+13% +$33K ﹤0.01% 1504
2025
Q2 		$258K Buy
+6,801
New +$268K ﹤0.01% 1407

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

Lido Advisors's AVA Position: Q2 2026 in Review

Lido Advisors increased its Avista (AVA) stake by 7.8% in Q2 2026, buying an estimated $29.1K and bringing the position to 9,805 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Lido Advisors first reported a position in AVA in Q2 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Lido Advisors held 9,805 shares of Avista worth $401K as of Q2 2026.
  • Lido Advisors bought 706 Avista shares in Q2 2026, an estimated $29.1K.
  • Avista made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1598 holding.
  • Lido Advisors first reported a position in Avista in Q2 2025 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.