PharVision Advisers’s Avista AVA Stock Holding History

PharVision Advisers’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,095	Closed	-$351K	–	144
2025 Q4	$351K	Buy	9,095 +1,755	+24%	+$68.5K	0.18%	190
2025 Q3	$278K	Sell	7,340 -3,194	-30%	-$119K	0.16%	273
2025 Q2	$400K	Buy	+10,534	New	+$415K	0.57%	28

Other funds holding AVA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PharVision Advisers's AVA Position: Q1 2026 in Review

PharVision Advisers sold out of Avista (AVA) in Q1 2026, closing a stake of 9,095 shares — an estimated $351K sold.

PharVision Advisers first reported a position in AVA in Q2 2025 and held it in 3 quarters. The position peaked at $400K in Q2 2025. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

PharVision Advisers reported no remaining Avista position as of Q1 2026 after selling out during the quarter.
PharVision Advisers sold 9,095 Avista shares in Q1 2026, an estimated $351K.
PharVision Advisers first reported a position in Avista in Q2 2025 and held it in 3 quarters.
PharVision Advisers's Avista position peaked at $400K in Q2 2025.
404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.