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Salomon & Ludwin’s Avista AVA Stock Holding History

Salomon & Ludwin’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 		$34.1K Buy
842
+172
+26% +$7.08K ﹤0.01% 765
2026
Q1 		$27.7K Hold
670
– – ﹤0.01% 840
2025
Q4 		$25.8K Sell
670
-22
-3% -$859 ﹤0.01% 713
2025
Q3 		$25.6K Buy
+692
New +$25.7K ﹤0.01% 663

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

Salomon & Ludwin's AVA Position: Q2 2026 in Review

Salomon & Ludwin increased its Avista (AVA) stake by 26% in Q2 2026, buying an estimated $7.08K and bringing the position to 842 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Salomon & Ludwin first reported a position in AVA in Q3 2025 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Salomon & Ludwin held 842 shares of Avista worth $34.1K as of Q2 2026.
  • Salomon & Ludwin bought 172 Avista shares in Q2 2026, an estimated $7.08K.
  • Avista made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #765 holding.
  • Salomon & Ludwin first reported a position in Avista in Q3 2025 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.