Perigon Wealth Management’s Idacorp IDA Stock Holding History

Perigon Wealth 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	$818K	Buy	5,409 +106	+2%	+$15.3K	0.01%	671
2026 Q1	$758K	Buy	5,303 +185	+4%	+$25.4K	0.01%	619
2025 Q4	$648K	Buy	5,118 +27	+0.5%	+$3.51K	0.01%	684
2025 Q3	$673K	Buy	5,091 +2,219	+77%	+$275K	0.01%	637
2025 Q2	$332K	Hold	2,872	–	–	0.01%	809
2025 Q1	$334K	Buy	2,872 +45	+2%	+$5.04K	0.01%	770
2024 Q4	$311K	Buy	2,827 +112	+4%	+$12.3K	0.01%	802
2024 Q3	$280K	Buy	+2,715	New	+$271K	0.01%	818
2021 Q1	–	Sell	-469	Closed	-$45K	–	740
2020 Q4	$45K	Buy	+469	New	+$42.7K	0.01%	777
2018 Q2	–	Sell	-400	Closed	-$35K	–	413
2018 Q1	$35K	Hold	400	–	–	0.01%	363
2017 Q4	$37K	Hold	400	–	–	0.01%	328
2017 Q3	$35K	Buy	+400	New	+$35K	0.01%	381

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 $3.37T 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

Perigon Wealth Management's IDA Position: Q2 2026 in Review

Perigon Wealth Management increased its Idacorp (IDA) stake by 2% in Q2 2026, buying an estimated $15.3K and bringing the position to 5,409 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #671.

Perigon Wealth Management first reported a position in IDA in Q3 2017 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Perigon Wealth Management held 5,409 shares of Idacorp worth $818K as of Q2 2026.
Perigon Wealth Management bought 106 Idacorp shares in Q2 2026, an estimated $15.3K.
Idacorp made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #671 holding.
Perigon Wealth Management first reported a position in Idacorp in Q3 2017 and has held it in 12 quarters since.
565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.