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Private Wealth Management Group’s Avista AVA Stock Holding History

Private Wealth Management Group’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 		$614 Hold
15
– – ﹤0.01% 1395
2026
Q1 		$603 Sell
15
-10
-40% -$404 ﹤0.01% 1347
2025
Q4 		$964 Hold
25
– – ﹤0.01% 1279
2025
Q3 		$946 Sell
25
-2
-7% -$74 ﹤0.01% 1297
2025
Q2 		$1.02K Sell
27
-1
-4% -$39 ﹤0.01% 1278
2025
Q1 		$1.17K Buy
28
+3
+12% +$114 ﹤0.01% 1218
2024
Q4 		$916 Hold
25
– – ﹤0.01% 1320
2024
Q3 		$969 Hold
25
– – ﹤0.01% 1293
2024
Q2 		$866 Hold
25
– – ﹤0.01% 1321
2024
Q1 		$876 Hold
25
– – ﹤0.01% 1305
2023
Q4 		$894 Buy
+25
New +$847 ﹤0.01% 1325

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

Private Wealth Management Group's AVA Position: Q2 2026 in Review

Private Wealth Management Group held its Avista (AVA) position steady in Q2 2026 at 15 shares worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Private Wealth Management Group first reported a position in AVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17K in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Private Wealth Management Group held 15 shares of Avista worth $614 as of Q2 2026.
  • Private Wealth Management Group left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1395 holding.
  • Private Wealth Management Group first reported a position in Avista in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Avista position peaked at $1.17K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.