O'Shaughnessy Asset Management’s Idacorp IDA Stock Holding History

O'Shaughnessy Asset Management’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 Q3	$897K	Buy	6,080 +571	+10%	+$80.4K	﹤0.01%	1347
2026 Q2	$834K	Sell	5,509 -1,753	-24%	-$252K	﹤0.01%	1357
2026 Q1	$1.04M	Buy	7,262 +2,186	+43%	+$300K	0.01%	1165
2025 Q4	$642K	Buy	5,076 +389	+8%	+$50.6K	﹤0.01%	1371
2025 Q3	$619K	Buy	4,687 +700	+18%	+$86.7K	﹤0.01%	1371
2025 Q2	$460K	Buy	3,987 +1,325	+50%	+$154K	﹤0.01%	1427
2025 Q1	$309K	Buy	+2,662	New	+$298K	﹤0.01%	1568
2021 Q2	–	Sell	-10	Closed	-$1K	–	2634
2021 Q1	$1K	Buy	+10	New	+$914	﹤0.01%	2199
2020 Q1	–	Sell	-15	Closed	-$2K	–	1517
2019 Q4	$2K	Buy	+15	New	+$1.6K	﹤0.01%	1652
2014 Q2	–	Sell	-176	Closed	-$10K	–	1002
2014 Q1	$10K	Buy	+176	New	+$9.43K	﹤0.01%	764

Other funds holding IDA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

O'Shaughnessy Asset Management's IDA Position: Q3 2026 in Review

O'Shaughnessy Asset Management increased its Idacorp (IDA) stake by 10% in Q3 2026, buying an estimated $80.4K and bringing the position to 6,080 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

O'Shaughnessy Asset Management first reported a position in IDA in Q1 2014 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2026. 445 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

O'Shaughnessy Asset Management held 6,080 shares of Idacorp worth $897K as of Q3 2026.
O'Shaughnessy Asset Management bought 571 Idacorp shares in Q3 2026, an estimated $80.4K.
Idacorp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #1347 holding.
O'Shaughnessy Asset Management first reported a position in Idacorp in Q1 2014 and has held it in 10 quarters since.
O'Shaughnessy Asset Management's Idacorp position peaked at $1.04M in Q1 2026.
445 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.