Richards, Merrill & Peterson’s Avista AVA Stock Holding History

Richards, Merrill & Peterson’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	$1.22M	Sell	29,712 -3,748	-11%	-$154K	0.39%	64
2026 Q1	$1.34M	Sell	33,460 -674	-2%	-$27.2K	0.49%	54
2025 Q4	$1.32M	Sell	34,134 -455	-1%	-$17.8K	0.5%	54
2025 Q3	$1.31M	Sell	34,589 -2,482	-7%	-$92.3K	0.56%	47
2025 Q2	$1.41M	Sell	37,071 -3,729	-9%	-$147K	0.67%	41
2025 Q1	$1.71M	Sell	40,800 -776	-2%	-$29.4K	0.89%	23
2024 Q4	$1.52M	Buy	+41,576	New	+$1.56M	0.8%	27

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

Richards, Merrill & Peterson's AVA Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Avista (AVA) stake by 11% in Q2 2026, selling an estimated $154K and leaving 29,712 shares worth $1.22M. The position accounts for 0.39% of the portfolio, ranked #64.

Richards, Merrill & Peterson first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Richards, Merrill & Peterson held 29,712 shares of Avista worth $1.22M as of Q2 2026.
Richards, Merrill & Peterson sold 3,748 Avista shares in Q2 2026, an estimated $154K.
Avista made up 0.39% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #64 holding.
Richards, Merrill & Peterson first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Avista position peaked at $1.71M in Q1 2025.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.