Meeder Advisory Services’s Avista AVA Stock Holding History

Meeder Advisory Services’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 Q1	$483K	Sell	12,028 -1,730	-13%	-$69.8K	0.02%	401
2025 Q4	$530K	Sell	13,758 -1,062	-7%	-$41.5K	0.02%	391
2025 Q3	$560K	Sell	14,820 -2,488	-14%	-$92.5K	0.03%	365
2025 Q2	$657K	Buy	17,308 +107	+0.6%	+$4.22K	0.03%	327
2025 Q1	$720K	Sell	17,201 -35	-0.2%	-$1.33K	0.04%	291
2024 Q4	$631K	Sell	17,236 -845	-5%	-$31.7K	0.04%	308
2024 Q3	$701K	Buy	18,081 +898	+5%	+$34K	0.05%	284
2024 Q2	$595K	Buy	17,183 +7,597	+79%	+$271K	0.04%	293
2024 Q1	$336K	Buy	9,586 +3,542	+59%	+$121K	0.03%	336
2023 Q4	$216K	Buy	+6,044	New	+$205K	0.02%	402

Other funds holding AVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return