Moody Aldrich Partners’s Avista AVA Stock Holding History

Moody Aldrich Partners’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	$5.44M	Sell	132,898 -36,313	-21%	-$1.49M	0.98%	37
2026 Q1	$6.79M	Sell	169,211 -1,677	-1%	-$67.7K	1.22%	14
2025 Q4	$6.59M	Buy	170,888 +50,133	+42%	+$1.96M	1.23%	16
2025 Q3	$4.57M	Sell	120,755 -24,581	-17%	-$914K	0.87%	49
2025 Q2	$5.52M	Buy	145,336 +28,545	+24%	+$1.13M	1.07%	36
2025 Q1	$4.89M	Buy	116,791 +693	+0.6%	+$26.3K	1.02%	35
2024 Q4	$4.25M	Sell	116,098 -5,828	-5%	-$219K	0.79%	59
2024 Q3	$4.72M	Buy	+121,926	New	+$4.61M	0.86%	52

Other funds holding AVA

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Moody Aldrich Partners's AVA Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Avista (AVA) stake by 21% in Q2 2026, selling an estimated $1.49M and leaving 132,898 shares worth $5.44M. The position accounts for 0.98% of the portfolio, ranked #37.

Moody Aldrich Partners first reported a position in AVA in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.79M in Q1 2026. 61 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Moody Aldrich Partners held 132,898 shares of Avista worth $5.44M as of Q2 2026.
Moody Aldrich Partners sold 36,313 Avista shares in Q2 2026, an estimated $1.49M.
Avista made up 0.98% of Moody Aldrich Partners's portfolio in Q2 2026, its #37 holding.
Moody Aldrich Partners first reported a position in Avista in Q3 2024 and has held it in 8 quarters since.
Moody Aldrich Partners's Avista position peaked at $6.79M in Q1 2026.
61 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.