Orion Portfolio Solutions’s Idacorp IDA Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.12M	Buy	18,230 +1,267	+7%	+$142K	0.02%	675
2024 Q4	$1.85M	Sell	16,963 -209	-1%	-$23K	0.02%	745
2024 Q3	$1.77M	Sell	17,172 -6,897	-29%	-$689K	0.02%	753
2024 Q2	$2.24M	Sell	24,069 -1,102	-4%	-$103K	0.02%	600
2024 Q1	$2.34M	Sell	25,171 -1,261	-5%	-$115K	0.03%	590
2023 Q4	$2.6M	Sell	26,432 -1,215	-4%	-$118K	0.03%	512
2023 Q3	$2.59M	Buy	27,647 +8,422	+44%	+$832K	0.03%	500
2023 Q2	$1.97M	Sell	19,225 -1,775	-8%	-$191K	0.02%	661
2023 Q1	$2.27M	Buy	+21,000	New	+$2.21M	0.03%	538
2020 Q3	–	Sell	-215	Closed	-$19K	–	1177
2020 Q2	$19K	Buy	215 +69	+47%	+$6.23K	﹤0.01%	968
2020 Q1	$13K	Buy	146 +105	+256%	+$10.8K	﹤0.01%	975
2019 Q4	$4K	Buy	+41	New	+$4.38K	﹤0.01%	1316

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Orion Portfolio Solutions's IDA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Idacorp (IDA) stake by 7.5% in Q1 2025, buying an estimated $142K and bringing the position to 18,230 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #675.

Orion Portfolio Solutions first reported a position in IDA in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.6M in Q4 2023. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

Orion Portfolio Solutions held 18,230 shares of Idacorp worth $2.12M as of Q1 2025.
Orion Portfolio Solutions bought 1,267 Idacorp shares in Q1 2025, an estimated $142K.
Idacorp made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #675 holding.
Orion Portfolio Solutions first reported a position in Idacorp in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Idacorp position peaked at $2.6M in Q4 2023.
454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.