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Private Wealth Management Group’s Idacorp IDA Stock Holding History

Private Wealth Management Group’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3K Hold
134
– – ﹤0.01% 383
2026
Q1 		$19.2K Hold
134
– – 0.01% 350
2025
Q4 		$17K Hold
134
– – ﹤0.01% 366
2025
Q3 		$17.7K Hold
134
– – ﹤0.01% 363
2025
Q2 		$15.5K Sell
134
-7
-5% -$811 0.01% 369
2025
Q1 		$16.4K Sell
141
-4
-3% -$448 0.01% 344
2024
Q4 		$15.8K Sell
145
-1
-0.7% -$110 0.01% 369
2024
Q3 		$15.1K Hold
146
– – 0.01% 350
2024
Q2 		$13.6K Buy
146
+101
+224% +$9.48K 0.01% 367
2024
Q1 		$4.18K Sell
45
-4
-8% -$366 ﹤0.01% 682
2023
Q4 		$4.82K Buy
+49
New +$4.74K ﹤0.01% 641

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

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

Private Wealth Management Group held its Idacorp (IDA) position steady in Q2 2026 at 134 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Private Wealth Management Group first reported a position in IDA in Q4 2023 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Private Wealth Management Group held 134 shares of Idacorp worth $20.3K as of Q2 2026.
  • Private Wealth Management Group left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #383 holding.
  • Private Wealth Management Group first reported a position in Idacorp in Q4 2023 and has held it in 11 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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