Princeton Global Asset Management’s Avista AVA Stock Holding History

Princeton Global Asset Management’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	$20.9K	Buy	512 +6	+1%	+$247	﹤0.01%	479
2026 Q1	$20.3K	Buy	506 +6	+1%	+$242	﹤0.01%	482
2025 Q4	$19.3K	Hold	500	–	–	﹤0.01%	485
2025 Q3	$18.9K	Hold	500	–	–	﹤0.01%	454
2025 Q2	$19K	Hold	500	–	–	﹤0.01%	445
2025 Q1	$20.9K	Hold	500	–	–	﹤0.01%	386
2024 Q4	$18.3K	Hold	500	–	–	﹤0.01%	429
2024 Q3	$19.4K	Hold	500	–	–	﹤0.01%	425
2024 Q2	$17.3K	Hold	500	–	–	﹤0.01%	404
2024 Q1	$17.5K	Hold	500	–	–	﹤0.01%	386
2023 Q4	$17.9K	Hold	500	–	–	﹤0.01%	375
2023 Q3	$16.2K	Hold	500	–	–	﹤0.01%	355
2023 Q2	$19.6K	Hold	500	–	–	0.01%	343
2023 Q1	$21.2K	Hold	500	–	–	0.01%	341
2022 Q4	$22K	Hold	500	–	–	0.01%	320
2022 Q3	$19K	Hold	500	–	–	0.01%	321
2022 Q2	$22K	Hold	500	–	–	0.01%	322
2022 Q1	$23K	Hold	500	–	–	0.01%	344
2021 Q4	$21K	Hold	500	–	–	0.01%	330
2021 Q3	$20K	Hold	500	–	–	0.01%	338
2021 Q2	$21K	Buy	+500	New	+$22.9K	0.01%	345

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

Princeton Global Asset Management's AVA Position: Q2 2026 in Review

Princeton Global Asset Management increased its Avista (AVA) stake by 1.2% in Q2 2026, buying an estimated $247 and bringing the position to 512 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Princeton Global Asset Management first reported a position in AVA in Q2 2021 and has held it in 21 quarters since. The position peaked at $23K in Q1 2022. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Princeton Global Asset Management held 512 shares of Avista worth $20.9K as of Q2 2026.
Princeton Global Asset Management bought 6 Avista shares in Q2 2026, an estimated $247.
Avista made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #479 holding.
Princeton Global Asset Management first reported a position in Avista in Q2 2021 and has held it in 21 quarters since.
Princeton Global Asset Management's Avista position peaked at $23K in Q1 2022.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.