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Plante Moran Financial Advisors’s Avista AVA Stock Holding History

Plante Moran Financial 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 Buy
+13
New +$535 ﹤0.01% 1101
2017
Q1 		– Sell
-7
Closed – – 878
2016
Q4 		$0 Buy
+7
New +$283 ﹤0.01% 965

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's AVA Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Avista (AVA) in Q2 2026: 13 shares worth $532. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AVA as recently as Q4 2016.

Plante Moran Financial Advisors first reported a position in AVA in Q4 2016 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Plante Moran Financial Advisors held 13 shares of Avista worth $532 as of Q2 2026.
  • Avista was a new Plante Moran Financial Advisors position in Q2 2026.
  • Avista made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1101 holding.
  • Plante Moran Financial Advisors first reported a position in Avista in Q4 2016 and has held it in 2 quarters since.
  • 420 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.