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New Age Alpha Advisors’s Avista AVA Stock Holding History

New Age Alpha 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 		$3.54M Buy
86,498
+4,448
+5% +$183K 0.15% 174
2026
Q1 		$3.29M Sell
82,050
-3,092
-4% -$125K 0.15% 194
2025
Q4 		$3.28M Sell
85,142
-38,725
-31% -$1.51M 0.14% 203
2025
Q3 		$4.68M Sell
123,867
-2,716
-2% -$101K 0.2% 144
2025
Q2 		$4.8M Sell
126,583
-12,440
-9% -$491K 0.21% 131
2025
Q1 		$5.82M Buy
139,023
+11,946
+9% +$453K 0.26% 102
2024
Q4 		$4.65M Buy
+127,077
New +$4.77M 0.19% 153

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

New Age Alpha Advisors's AVA Position: Q2 2026 in Review

New Age Alpha Advisors increased its Avista (AVA) stake by 5.4% in Q2 2026, buying an estimated $183K and bringing the position to 86,498 shares worth $3.54M. The position accounts for 0.15% of the portfolio, ranked #174.

New Age Alpha Advisors first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.82M in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • New Age Alpha Advisors held 86,498 shares of Avista worth $3.54M as of Q2 2026.
  • New Age Alpha Advisors bought 4,448 Avista shares in Q2 2026, an estimated $183K.
  • Avista made up 0.15% of New Age Alpha Advisors's portfolio in Q2 2026, its #174 holding.
  • New Age Alpha Advisors first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Avista position peaked at $5.82M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.