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MASECO Private Wealth’s Idacorp IDA Stock Holding History

MASECO Private Wealth’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
Q1 		– Sell
-56
Closed -$7.08K – 473
2025
Q4 		$7.08K Buy
+56
New +$7.29K ﹤0.01% 393
2025
Q3 		– Sell
-55
Closed -$6.37K – 377
2025
Q2 		$6.37K Buy
+55
New +$6.37K ﹤0.01% 381

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MASECO Private Wealth's IDA Position: Q1 2026 in Review

MASECO Private Wealth sold out of Idacorp (IDA) in Q1 2026, closing a stake of 56 shares — an estimated $7.08K sold.

MASECO Private Wealth first reported a position in IDA in Q2 2025 and held it in 2 quarters. The position peaked at $7.08K in Q4 2025. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • MASECO Private Wealth reported no remaining Idacorp position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 56 Idacorp shares in Q1 2026, an estimated $7.08K.
  • MASECO Private Wealth first reported a position in Idacorp in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Idacorp position peaked at $7.08K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.