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 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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

O'Shaughnessy Asset Management's IDA Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Idacorp (IDA) stake by 24% in Q2 2026, selling an estimated $252K and leaving 5,509 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

O'Shaughnessy Asset Management first reported a position in IDA in Q1 2014 and has held it in 9 quarters since. The position peaked at $1.04M in Q1 2026. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

O'Shaughnessy Asset Management held 5,509 shares of Idacorp worth $834K as of Q2 2026.
O'Shaughnessy Asset Management sold 1,753 Idacorp shares in Q2 2026, an estimated $252K.
Idacorp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1357 holding.
O'Shaughnessy Asset Management first reported a position in Idacorp in Q1 2014 and has held it in 9 quarters since.
O'Shaughnessy Asset Management's Idacorp position peaked at $1.04M in Q1 2026.
566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.