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Rothschild Investment LLC’s Avista AVA Stock Holding History

Rothschild Investment LLC’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 		$34.2K Buy
835
+343
+70% +$14.1K ﹤0.01% 1349
2026
Q1 		$19.7K Buy
492
+277
+129% +$11.2K ﹤0.01% 1416
2025
Q4 		$8.29K Buy
215
+73
+51% +$2.85K ﹤0.01% 1644
2025
Q3 		$5.37K Sell
142
-23
-14% -$855 ﹤0.01% 1679
2025
Q2 		$6.26K Sell
165
-10
-6% -$394 ﹤0.01% 1399
2025
Q1 		$7.33K Buy
175
+70
+67% +$2.66K ﹤0.01% 1273
2024
Q4 		$3.85K Buy
105
+30
+40% +$1.13K ﹤0.01% 1448
2024
Q3 		$2.91K Buy
75
+35
+88% +$1.32K ﹤0.01% 1532
2024
Q2 		$1.38K Buy
40
+35
+700% +$1.25K ﹤0.01% 1512
2024
Q1 		$175 Buy
+5
New +$170 ﹤0.01% 1814

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

Rothschild Investment LLC's AVA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Avista (AVA) stake by 70% in Q2 2026, buying an estimated $14.1K and bringing the position to 835 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Rothschild Investment LLC first reported a position in AVA in Q1 2024 and has held it in 10 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Rothschild Investment LLC held 835 shares of Avista worth $34.2K as of Q2 2026.
  • Rothschild Investment LLC bought 343 Avista shares in Q2 2026, an estimated $14.1K.
  • Avista made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1349 holding.
  • Rothschild Investment LLC first reported a position in Avista in Q1 2024 and has held it in 10 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.