Mercer Global Advisors
AVA icon

Mercer Global Advisors’s Avista AVA Stock Holding History

Mercer Global Advisors’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 		$1.25M Buy
30,618
+15,111
+97% +$622K ﹤0.01% 1605
2026
Q1 		$622K Buy
15,507
+3,645
+31% +$147K ﹤0.01% 1841
2025
Q4 		$457K Buy
11,862
+4,392
+59% +$172K ﹤0.01% 1919
2025
Q3 		$282K Buy
+7,470
New +$278K ﹤0.01% 2133
2025
Q2 		– Sell
-4,786
Closed -$200K – 2266
2025
Q1 		$200K Buy
+4,786
New +$182K ﹤0.01% 1981

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

Mercer Global Advisors's AVA Position: Q2 2026 in Review

Mercer Global Advisors increased its Avista (AVA) stake by 97% in Q2 2026, buying an estimated $622K and bringing the position to 30,618 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Mercer Global Advisors first reported a position in AVA in Q1 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Mercer Global Advisors held 30,618 shares of Avista worth $1.25M as of Q2 2026.
  • Mercer Global Advisors bought 15,111 Avista shares in Q2 2026, an estimated $622K.
  • Avista made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1605 holding.
  • Mercer Global Advisors first reported a position in Avista in Q1 2025 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.