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Navellier & Associates’s Avista AVA Stock Holding History

Navellier & Associates’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 		$873K Buy
21,329
+5,519
+35% +$227K 0.07% 197
2026
Q1 		$635K Sell
15,810
-118
-0.7% -$4.76K 0.07% 187
2025
Q4 		$614K Buy
+15,928
New +$622K 0.07% 196

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

Navellier & Associates's AVA Position: Q2 2026 in Review

Navellier & Associates increased its Avista (AVA) stake by 35% in Q2 2026, buying an estimated $227K and bringing the position to 21,329 shares worth $873K. The position accounts for 0.07% of the portfolio, ranked #197.

Navellier & Associates first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Navellier & Associates held 21,329 shares of Avista worth $873K as of Q2 2026.
  • Navellier & Associates bought 5,519 Avista shares in Q2 2026, an estimated $227K.
  • Avista made up 0.07% of Navellier & Associates's portfolio in Q2 2026, its #197 holding.
  • Navellier & Associates first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.