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Mather Group’s Avista AVA Stock Holding History

Mather Group’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
-400
Closed -$16.1K – 1910
2026
Q1 		$16.1K Buy
+400
New +$16.1K ﹤0.01% 1337
2025
Q4 		– Sell
-400
Closed -$15.1K – 716
2025
Q3 		$15.1K Buy
+400
New +$14.9K ﹤0.01% 1175
2025
Q2 		– Sell
-400
Closed -$16.7K – 685
2025
Q1 		$16.7K Hold
400
– – ﹤0.01% 1132
2024
Q4 		$14.7K Hold
400
– – ﹤0.01% 1152
2024
Q3 		$15.5K Sell
400
-500
-56% -$18.9K ﹤0.01% 1107
2024
Q2 		$31.5K Hold
900
– – ﹤0.01% 1137
2024
Q1 		$32.2K Buy
+900
New +$30.7K ﹤0.01% 963

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

Mather Group's AVA Position: Q2 2026 in Review

Mather Group sold out of Avista (AVA) in Q2 2026, closing a stake of 400 shares — an estimated $16.1K sold.

Mather Group first reported a position in AVA in Q1 2024 and held it in 7 quarters. The position peaked at $32.2K in Q1 2024. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Mather Group reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 400 Avista shares in Q2 2026, an estimated $16.1K.
  • Mather Group first reported a position in Avista in Q1 2024 and held it in 7 quarters.
  • Mather Group's Avista position peaked at $32.2K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.