Principal Financial Group’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.7M | Sell |
491,669
-94,554
| -16% | -$3.82M | 0.01% | 936 |
|
|
2025
Q4 | $22.6M | Buy |
586,223
+66,277
| +13% | +$2.59M | 0.01% | 818 |
|
|
2025
Q3 | $19.7M | Buy |
519,946
+38,651
| +8% | +$1.44M | 0.01% | 876 |
|
|
2025
Q2 | $18.3M | Buy |
481,295
+28,320
| +6% | +$1.12M | 0.01% | 885 |
|
|
2025
Q1 | $19M | Buy |
452,975
+13,295
| +3% | +$505K | 0.01% | 864 |
|
|
2024
Q4 | $16.1M | Buy |
439,680
+19,153
| +5% | +$719K | 0.01% | 998 |
|
|
2024
Q3 | $16.3M | Buy |
420,527
+34,829
| +9% | +$1.32M | 0.01% | 967 |
|
|
2024
Q2 | $13.3M | Sell |
385,698
-16,001
| -4% | -$572K | 0.01% | 1117 |
|
|
2024
Q1 | $14.1M | Sell |
401,699
-1,449
| -0.4% | -$49.4K | 0.01% | 1128 |
|
|
2023
Q4 | $14.4M | Sell |
403,148
-9,174
| -2% | -$311K | 0.01% | 1099 |
|
|
2023
Q3 | $13.3M | Sell |
412,322
-18,197
| -4% | -$650K | 0.01% | 1060 |
|
|
2023
Q2 | $16.9M | Sell |
430,519
-15,059
| -3% | -$639K | 0.01% | 941 |
|
|
2023
Q1 | $18.9M | Sell |
445,578
-5,041
| -1% | -$209K | 0.01% | 885 |
|
|
2022
Q4 | $20M | Sell |
450,619
-24,890
| -5% | -$996K | 0.02% | 826 |
|
|
2022
Q3 | $17.6M | Sell |
475,509
-44,111
| -8% | -$1.85M | 0.01% | 851 |
|
|
2022
Q2 | $22.6M | Sell |
519,620
-4,208
| -0.8% | -$181K | 0.02% | 731 |
|
|
2022
Q1 | $23.7M | Sell |
523,828
-27,765
| -5% | -$1.22M | 0.01% | 813 |
|
|
2021
Q4 | $23.4M | Sell |
551,593
-27,991
| -5% | -$1.13M | 0.01% | 838 |
|
|
2021
Q3 | $22.7M | Sell |
579,584
-3,798
| -0.7% | -$159K | 0.01% | 844 |
|
|
2021
Q2 | $24.9M | Buy |
583,382
+9,113
| +2% | +$418K | 0.02% | 797 |
|
|
2021
Q1 | $27.4M | Buy |
574,269
+19,280
| +3% | +$794K | 0.02% | 702 |
|
|
2020
Q4 | $22.3M | Buy |
554,989
+68,422
| +14% | +$2.51M | 0.02% | 700 |
|
|
2020
Q3 | $16.6M | Sell |
486,567
-23,720
| -5% | -$859K | 0.01% | 766 |
|
|
2020
Q2 | $18.6M | Sell |
510,287
-3,536
| -0.7% | -$140K | 0.02% | 694 |
|
|
2020
Q1 | $21.8M | Sell |
513,823
-19,017
| -4% | -$915K | 0.02% | 521 |
|
|
2019
Q4 | $25.6M | Buy |
532,840
+6,548
| +1% | +$312K | 0.02% | 633 |
|
|
2019
Q3 | $25.5M | Sell |
526,292
-1,035
| -0.2% | -$48.1K | 0.02% | 609 |
|
|
2019
Q2 | $23.5M | Sell |
527,327
-8,069
| -2% | -$344K | 0.02% | 662 |
|
|
2019
Q1 | $21.7M | Sell |
535,396
-3,572
| -0.7% | -$147K | 0.02% | 710 |
|
|
2018
Q4 | $22.9M | Sell |
538,968
-413
| -0.1% | -$20.5K | 0.02% | 631 |
|
|
2018
Q3 | $27.3M | Buy |
539,381
+17,766
| +3% | +$908K | 0.02% | 662 |
|
|
2018
Q2 | $27.5M | Sell |
521,615
-391,461
| -43% | -$20.5M | 0.03% | 620 |
|
|
2018
Q1 | $46.8M | Buy |
913,076
+18,527
| +2% | +$935K | 0.04% | 421 |
|
|
2017
Q4 | $46.1M | Sell |
894,549
-69,002
| -7% | -$3.58M | 0.04% | 442 |
|
|
2017
Q3 | $49.9M | Sell |
963,551
-133,849
| -12% | -$6.69M | 0.05% | 415 |
|
|
2017
Q2 | $46.6M | Buy |
1,097,400
+12,631
| +1% | +$527K | 0.05% | 427 |
|
|
2017
Q1 | $42.4M | Sell |
1,084,769
-17,334
| -2% | -$679K | 0.05% | 385 |
|
|
2016
Q4 | $44.1M | Sell |
1,102,103
-29,036
| -3% | -$1.17M | 0.06% | 343 |
|
|
2016
Q3 | $47.3M | Sell |
1,131,139
-5,334
| -0.5% | -$227K | 0.06% | 304 |
|
|
2016
Q2 | $50.9M | Sell |
1,136,473
-44,865
| -4% | -$1.84M | 0.07% | 272 |
|
|
2016
Q1 | $48.2M | Buy |
1,181,338
+199,242
| +20% | +$7.5M | 0.07% | 274 |
|
|
2015
Q4 | $34.7M | Buy |
982,096
+18,160
| +2% | +$622K | 0.05% | 347 |
|
|
2015
Q3 | $32M | Sell |
963,936
-5,928
| -0.6% | -$189K | 0.05% | 360 |
|
|
2015
Q2 | $29.7M | Sell |
969,864
-212,654
| -18% | -$6.85M | 0.04% | 410 |
|
|
2015
Q1 | $40.4M | Sell |
1,182,518
-138,079
| -10% | -$4.82M | 0.06% | 316 |
|
|
2014
Q4 | $46.7M | Sell |
1,320,597
-2,840
| -0.2% | -$96.9K | 0.07% | 286 |
|
|
2014
Q3 | $40.4M | Buy |
1,323,437
+5,527
| +0.4% | +$176K | 0.07% | 296 |
|
|
2014
Q2 | $44.2M | Buy |
1,317,910
+16,756
| +1% | +$530K | 0.07% | 293 |
|
|
2014
Q1 | $39.9M | Buy |
1,301,154
+103,425
| +9% | +$3.01M | 0.07% | 317 |
|
|
2013
Q4 | $33.8M | Buy |
1,197,729
+67,968
| +6% | +$1.86M | 0.06% | 342 |
|
|
2013
Q3 | $29.8M | Sell |
1,129,761
-308,461
| -21% | -$8.45M | 0.06% | 340 |
|
|
2013
Q2 | $38.9M | Buy |
+1,438,222
| New | +$39.5M | 0.09% | 273 |
|
Other funds holding AVA
VPM
VCM
WHG
Principal Financial Group's AVA Position: Q1 2026 in Review
Principal Financial Group reduced its Avista (AVA) stake by 16% in Q1 2026, selling an estimated $3.82M and leaving 491,669 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #936.
Principal Financial Group first reported a position in AVA in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.9M in Q2 2016. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.
- Principal Financial Group held 491,669 shares of Avista worth $19.7M as of Q1 2026.
- Principal Financial Group sold 94,554 Avista shares in Q1 2026, an estimated $3.82M.
- Avista made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #936 holding.
- Principal Financial Group first reported a position in Avista in Q2 2013 and has held it in 52 quarters since.
- Principal Financial Group's Avista position peaked at $50.9M in Q2 2016.
- 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.
Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.