PWPS
AVA icon

Pinnacle Wealth Planning Services’s Avista AVA Stock Holding History

Pinnacle Wealth Planning Services’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 		$104K Buy
2,537
+111
+5% +$4.57K 0.01% 845
2026
Q1 		$97.4K Buy
2,426
+21
+0.9% +$848 0.01% 814
2025
Q4 		$92.7K Buy
+2,405
New +$93.9K 0.01% 822
2021
Q1 		– Sell
-537
Closed -$21K – 475
2020
Q4 		$21K Buy
+537
New +$19.7K 0.01% 1132

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's AVA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Avista (AVA) stake by 4.6% in Q2 2026, buying an estimated $4.57K and bringing the position to 2,537 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #845.

Pinnacle Wealth Planning Services first reported a position in AVA in Q4 2020 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,537 shares of Avista worth $104K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 111 Avista shares in Q2 2026, an estimated $4.57K.
  • Avista made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #845 holding.
  • Pinnacle Wealth Planning Services first reported a position in Avista in Q4 2020 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.