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MassMutual Private Wealth & Trust’s Avista AVA Stock Holding History

MassMutual Private Wealth & Trust’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 		$6.63K Hold
162
– – ﹤0.01% 1579
2026
Q1 		$6.5K Hold
162
– – ﹤0.01% 1559
2025
Q4 		$6.24K Buy
162
+62
+62% +$2.42K ﹤0.01% 1583
2025
Q3 		$3.78K Hold
100
– – ﹤0.01% 1781
2025
Q2 		$3.79K Hold
100
– – ﹤0.01% 1738
2025
Q1 		$4.19K Buy
100
+6
+6% +$228 ﹤0.01% 1669
2024
Q4 		$3.44K Buy
94
+15
+19% +$563 ﹤0.01% 1667
2024
Q3 		$3.06K Hold
79
– – ﹤0.01% 1539
2024
Q2 		$2.73K Sell
79
-4
-5% -$143 ﹤0.01% 1531
2024
Q1 		$2.91K Sell
83
-8
-9% -$273 ﹤0.01% 1427
2023
Q4 		$3.25K Buy
91
+57
+168% +$1.93K ﹤0.01% 1361
2023
Q3 		$1.1K Sell
34
-36
-51% -$1.29K ﹤0.01% 1666
2023
Q2 		$2.75K Sell
70
-287
-80% -$12.2K ﹤0.01% 1381
2023
Q1 		$15.2K Buy
357
+300
+526% +$12.4K ﹤0.01% 806
2022
Q4 		$3K Sell
57
-8
-12% -$320 ﹤0.01% 1122
2022
Q3 		$2K Buy
65
+49
+306% +$2.05K ﹤0.01% 1168
2022
Q2 		$1K Hold
16
– – ﹤0.01% 1256
2022
Q1 		$1K Buy
+16
New +$705 ﹤0.01% 1257
2021
Q4 		– Sell
-130
Closed -$5K – 1391
2021
Q3 		$5K Buy
+130
New +$5.45K ﹤0.01% 853
2020
Q1 		– Sell
-100
Closed -$5K – 667
2019
Q4 		$5K Hold
100
– – ﹤0.01% 694
2019
Q3 		$5K Sell
100
-100
-50% -$4.65K ﹤0.01% 675
2019
Q2 		$9K Hold
200
– – ﹤0.01% 586
2019
Q1 		$8.12K Hold
200
– – ﹤0.01% 622
2018
Q4 		$8.5K Hold
200
– – ﹤0.01% 595
2018
Q3 		$10.1K Hold
200
– – ﹤0.01% 605
2018
Q2 		$10.5K Hold
200
– – ﹤0.01% 596
2018
Q1 		$10.3K Sell
200
-200
-50% -$10.1K ﹤0.01% 594
2017
Q4 		$20.6K Hold
400
– – ﹤0.01% 536
2017
Q3 		$20.7K Hold
400
– – ﹤0.01% 643
2017
Q2 		$17K Hold
400
– – ﹤0.01% 645
2017
Q1 		$15.6K Hold
400
– – ﹤0.01% 629
2016
Q4 		$16K Buy
+400
New +$16.2K ﹤0.01% 443

Other funds holding AVA

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's AVA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Avista (AVA) position steady in Q2 2026 at 162 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

MassMutual Private Wealth & Trust first reported a position in AVA in Q4 2016 and has held it in 32 quarters since. The position peaked at $20.7K in Q3 2017. 129 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 162 shares of Avista worth $6.63K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1579 holding.
  • MassMutual Private Wealth & Trust first reported a position in Avista in Q4 2016 and has held it in 32 quarters since.
  • MassMutual Private Wealth & Trust's Avista position peaked at $20.7K in Q3 2017.
  • 129 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.