MAS
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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
Q2 		$453K Sell
11,065
-963
-8% -$39.6K 0.02% 449
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
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 $3.38T AUM 44.17% 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

Meeder Advisory Services's AVA Position: Q2 2026 in Review

Meeder Advisory Services reduced its Avista (AVA) stake by 8% in Q2 2026, selling an estimated $39.6K and leaving 11,065 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #449.

Meeder Advisory Services first reported a position in AVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $720K in Q1 2025. 420 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Meeder Advisory Services held 11,065 shares of Avista worth $453K as of Q2 2026.
  • Meeder Advisory Services sold 963 Avista shares in Q2 2026, an estimated $39.6K.
  • Avista made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #449 holding.
  • Meeder Advisory Services first reported a position in Avista in Q4 2023 and has held it in 11 quarters since.
  • Meeder Advisory Services's Avista position peaked at $720K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.