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Robertson Stephens Wealth Management’s Idacorp IDA Stock Holding History

Robertson Stephens Wealth Management’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 		$289K Sell
1,913
-421
-18% -$60.6K 0.01% 532
2026
Q1 		$334K Buy
2,334
+372
+19% +$51K 0.01% 492
2025
Q4 		$248K Buy
+1,962
New +$255K 0.01% 554

Other funds holding IDA

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Robertson Stephens Wealth Management's IDA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Idacorp (IDA) stake by 18% in Q2 2026, selling an estimated $60.6K and leaving 1,913 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #532.

Robertson Stephens Wealth Management first reported a position in IDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q1 2026. 246 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,913 shares of Idacorp worth $289K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 421 Idacorp shares in Q2 2026, an estimated $60.6K.
  • Idacorp made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Robertson Stephens Wealth Management first reported a position in Idacorp in Q4 2025 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's Idacorp position peaked at $334K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.