Physician Wealth Advisors’s Avista AVA Stock Holding History

Physician Wealth Advisors’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 Q2	$532	Hold	13	–	–	﹤0.01%	2093
2026 Q1	$522	Sell	13 -26	-67%	-$1.05K	﹤0.01%	1911
2025 Q4	$1.5K	Sell	39 -8	-17%	-$312	﹤0.01%	1413
2025 Q3	$1.78K	Hold	47	–	–	﹤0.01%	1283
2025 Q2	$1.78K	Buy	+47	New	+$1.85K	﹤0.01%	1089

Other funds holding AVA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Physician Wealth Advisors's AVA Position: Q2 2026 in Review

Physician Wealth Advisors held its Avista (AVA) position steady in Q2 2026 at 13 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Physician Wealth Advisors first reported a position in AVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.78K in Q2 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Physician Wealth Advisors held 13 shares of Avista worth $532 as of Q2 2026.
Physician Wealth Advisors left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2093 holding.
Physician Wealth Advisors first reported a position in Avista in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Avista position peaked at $1.78K in Q2 2025.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.