LWM
AVA icon

Lodestone Wealth Management’s Avista AVA Stock Holding History

Lodestone Wealth 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 		$7.92K Buy
193
+2
+1% +$82 ﹤0.01% 544
2026
Q1 		$7.68K Buy
191
+2
+1% +$81 ﹤0.01% 543
2025
Q4 		$7.28K Buy
+189
New +$7.38K ﹤0.01% 546

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

Lodestone Wealth Management's AVA Position: Q2 2026 in Review

Lodestone Wealth Management increased its Avista (AVA) stake by 1% in Q2 2026, buying an estimated $82 and bringing the position to 193 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Lodestone Wealth Management first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Lodestone Wealth Management held 193 shares of Avista worth $7.92K as of Q2 2026.
  • Lodestone Wealth Management bought 2 Avista shares in Q2 2026, an estimated $82.
  • Avista made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #544 holding.
  • Lodestone Wealth Management first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.