OCM
IDA icon

Osterweis Capital Management’s Idacorp IDA Stock Holding History

Osterweis Capital 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 		$25.1K Sell
166
-186
-53% -$26.8K ﹤0.01% 215
2026
Q1 		$50.3K Hold
352
– – ﹤0.01% 194
2025
Q4 		$44.5K Buy
+352
New +$45.8K ﹤0.01% 223

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Osterweis Capital Management's IDA Position: Q2 2026 in Review

Osterweis Capital Management reduced its Idacorp (IDA) stake by 53% in Q2 2026, selling an estimated $26.8K and leaving 166 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Osterweis Capital Management first reported a position in IDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.3K in Q1 2026. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Osterweis Capital Management held 166 shares of Idacorp worth $25.1K as of Q2 2026.
  • Osterweis Capital Management sold 186 Idacorp shares in Q2 2026, an estimated $26.8K.
  • Idacorp made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #215 holding.
  • Osterweis Capital Management first reported a position in Idacorp in Q4 2025 and has held it in 3 quarters since.
  • Osterweis Capital Management's Idacorp position peaked at $50.3K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.