Lloyd Advisory Services’s Idacorp IDA Stock Holding History

Lloyd Advisory Services’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	–	Sell	-4,798	Closed	-$686K	–	803
2026 Q1	$686K	Buy	+4,798	New	+$658K	0.2%	53

Other funds holding IDA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Lloyd Advisory Services's IDA Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Idacorp (IDA) in Q2 2026, closing a stake of 4,798 shares — an estimated $686K sold.

Lloyd Advisory Services first reported a position in IDA in Q1 2026 and held it in 1 quarter. The position peaked at $686K in Q1 2026. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Lloyd Advisory Services reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 4,798 Idacorp shares in Q2 2026, an estimated $686K.
Lloyd Advisory Services first reported a position in Idacorp in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Idacorp position peaked at $686K in Q1 2026.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.