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MBM Wealth Consultants’s Avista AVA Stock Holding History

MBM Wealth Consultants’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 		$572K Buy
13,970
+1,642
+13% +$67.6K 0.11% 80
2026
Q1 		$495K Buy
12,328
+1,056
+9% +$42.6K 0.11% 81
2025
Q4 		$434K Buy
+11,272
New +$440K 0.1% 81
2019
Q2 		– Sell
-56
Closed -$2K – 226
2019
Q1 		$2K Hold
56
– – ﹤0.01% 196
2018
Q4 		$2K Buy
+56
New +$2.77K ﹤0.01% 211

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

MBM Wealth Consultants's AVA Position: Q2 2026 in Review

MBM Wealth Consultants increased its Avista (AVA) stake by 13% in Q2 2026, buying an estimated $67.6K and bringing the position to 13,970 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #80.

MBM Wealth Consultants first reported a position in AVA in Q4 2018 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • MBM Wealth Consultants held 13,970 shares of Avista worth $572K as of Q2 2026.
  • MBM Wealth Consultants bought 1,642 Avista shares in Q2 2026, an estimated $67.6K.
  • Avista made up 0.11% of MBM Wealth Consultants's portfolio in Q2 2026, its #80 holding.
  • MBM Wealth Consultants first reported a position in Avista in Q4 2018 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.