MCM
AVA icon

MAI Capital Management’s Avista AVA Stock Holding History

MAI Capital 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 		– Sell
-562
Closed -$22.6K – 2290
2026
Q1 		$22.6K Buy
562
+304
+118% +$12.3K ﹤0.01% 2723
2025
Q4 		$9.96K Sell
258
-119
-32% -$4.65K ﹤0.01% 2854
2025
Q3 		$14.2K Sell
377
-246
-39% -$9.14K ﹤0.01% 2579
2025
Q2 		$23.6K Buy
623
+250
+67% +$9.86K ﹤0.01% 2270
2025
Q1 		$15.6K Buy
373
+1
+0.3% +$38 ﹤0.01% 2288
2024
Q4 		$13.6K Buy
+372
New +$14K ﹤0.01% 2382

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

MAI Capital Management's AVA Position: Q2 2026 in Review

MAI Capital Management sold out of Avista (AVA) in Q2 2026, closing a stake of 562 shares — an estimated $22.6K sold.

MAI Capital Management first reported a position in AVA in Q4 2024 and held it in 6 quarters. The position peaked at $23.6K in Q2 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • MAI Capital Management reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 562 Avista shares in Q2 2026, an estimated $22.6K.
  • MAI Capital Management first reported a position in Avista in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Avista position peaked at $23.6K in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.