OLA
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Oliver Luxxe Assets’s Idacorp IDA Stock Holding History

Oliver Luxxe Assets’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Sell
12,416
-10,491
-46% -$1.51M 0.28% 107
2026
Q1 		$3.28M Buy
22,907
+5,317
+30% +$729K 0.49% 73
2025
Q4 		$2.23M Buy
17,590
+39
+0.2% +$5.07K 0.34% 105
2025
Q3 		$2.32M Buy
17,551
+236
+1% +$29.2K 0.37% 102
2025
Q2 		$2M Buy
17,315
+4,669
+37% +$541K 0.36% 99
2025
Q1 		$1.47M Buy
+12,646
New +$1.42M 0.27% 121

Other funds holding IDA

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Oliver Luxxe Assets's IDA Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Idacorp (IDA) stake by 46% in Q2 2026, selling an estimated $1.51M and leaving 12,416 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #107.

Oliver Luxxe Assets first reported a position in IDA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.28M in Q1 2026. 58 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Oliver Luxxe Assets held 12,416 shares of Idacorp worth $1.88M as of Q2 2026.
  • Oliver Luxxe Assets sold 10,491 Idacorp shares in Q2 2026, an estimated $1.51M.
  • Idacorp made up 0.28% of Oliver Luxxe Assets's portfolio in Q2 2026, its #107 holding.
  • Oliver Luxxe Assets first reported a position in Idacorp in Q1 2025 and has held it in 6 quarters since.
  • Oliver Luxxe Assets's Idacorp position peaked at $3.28M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.