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Moors & Cabot’s Avista AVA Stock Holding History

Moors & Cabot’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 		$424K Buy
10,370
+228
+2% +$9.38K 0.02% 618
2026
Q1 		$407K Sell
10,142
-40
-0.4% -$1.61K 0.02% 604
2025
Q4 		$392K Buy
10,182
+251
+3% +$9.8K 0.02% 604
2025
Q3 		$375K Sell
9,931
-100
-1% -$3.72K 0.02% 610
2025
Q2 		$381K Sell
10,031
-100
-1% -$3.94K 0.02% 580
2025
Q1 		$424K Buy
10,131
+313
+3% +$11.9K 0.02% 532
2024
Q4 		$360K Sell
9,818
-113
-1% -$4.24K 0.02% 604
2024
Q3 		$385K Sell
9,931
-100
-1% -$3.78K 0.02% 576
2024
Q2 		$347K Buy
10,031
+390
+4% +$13.9K 0.02% 583
2024
Q1 		$338K Buy
9,641
+350
+4% +$11.9K 0.02% 629
2023
Q4 		$332K Buy
9,291
+1,140
+14% +$38.6K 0.02% 596
2023
Q3 		$264K Buy
+8,151
New +$291K 0.02% 635

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

Moors & Cabot's AVA Position: Q2 2026 in Review

Moors & Cabot increased its Avista (AVA) stake by 2.2% in Q2 2026, buying an estimated $9.38K and bringing the position to 10,370 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #618.

Moors & Cabot first reported a position in AVA in Q3 2023 and has held it in 12 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Moors & Cabot held 10,370 shares of Avista worth $424K as of Q2 2026.
  • Moors & Cabot bought 228 Avista shares in Q2 2026, an estimated $9.38K.
  • Avista made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #618 holding.
  • Moors & Cabot first reported a position in Avista in Q3 2023 and has held it in 12 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.