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Marshall & Sterling Wealth Advisors’s Avista AVA Stock Holding History

Marshall & Sterling Wealth 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 		$818 Hold
20
– – ﹤0.01% 313
2026
Q1 		$803 Hold
20
– – ﹤0.01% 315
2025
Q4 		$771 Hold
20
– – ﹤0.01% 314
2025
Q3 		$756 Hold
20
– – ﹤0.01% 608
2025
Q2 		$759 Hold
20
– – ﹤0.01% 590
2025
Q1 		$837 Hold
20
– – ﹤0.01% 599
2024
Q4 		$733 Buy
+20
New +$751 ﹤0.01% 341

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

Marshall & Sterling Wealth Advisors's AVA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Avista (AVA) position steady in Q2 2026 at 20 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Marshall & Sterling Wealth Advisors first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $837 in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 20 shares of Avista worth $818 as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #313 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Avista position peaked at $837 in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.