RWM
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Rialto Wealth Management’s Avista AVA Stock Holding History

Rialto Wealth 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 		$123 Hold
3
– – ﹤0.01% 1890
2026
Q1 		$121 Sell
3
-2
-40% -$81 ﹤0.01% 1650
2025
Q4 		$193 Buy
5
+3
+150% +$117 ﹤0.01% 1532
2025
Q3 		$76 Buy
2
+1
+100% +$37 ﹤0.01% 1649
2025
Q2 		$38 Buy
+1
New +$39 ﹤0.01% 1653

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

Rialto Wealth Management's AVA Position: Q2 2026 in Review

Rialto Wealth Management held its Avista (AVA) position steady in Q2 2026 at 3 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Rialto Wealth Management first reported a position in AVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $193 in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Rialto Wealth Management held 3 shares of Avista worth $123 as of Q2 2026.
  • Rialto Wealth Management left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1890 holding.
  • Rialto Wealth Management first reported a position in Avista in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Avista position peaked at $193 in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.