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SJS Investment Consulting’s Avista AVA Stock Holding History

SJS Investment Consulting’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 		$8.92K Buy
218
+208
+2,080% +$8.56K ﹤0.01% 1130
2026
Q1 		$402 Buy
10
+5
+100% +$202 ﹤0.01% 1816
2025
Q4 		$193 Hold
5
– – ﹤0.01% 1818
2025
Q3 		$190 Hold
5
– – ﹤0.01% 1476
2025
Q2 		$190 Sell
5
-6
-55% -$237 ﹤0.01% 1381
2025
Q1 		$461 Buy
11
+3
+38% +$114 ﹤0.01% 1274
2024
Q4 		$294 Sell
8
-2
-20% -$75 ﹤0.01% 1396
2024
Q3 		$388 Hold
10
– – ﹤0.01% 1394
2024
Q2 		$347 Hold
10
– – ﹤0.01% 1403
2024
Q1 		$351 Sell
10
-1
-9% -$34 ﹤0.01% 1393
2023
Q4 		$394 Hold
11
– – ﹤0.01% 1318
2023
Q3 		$357 Buy
11
+2
+22% +$71 ﹤0.01% 1319
2023
Q2 		$354 Sell
9
-3
-25% -$127 ﹤0.01% 1273
2023
Q1 		$510 Buy
12
+2
+20% +$83 ﹤0.01% 1147
2022
Q4 		$443 Buy
10
+3
+43% +$120 ﹤0.01% 1257
2022
Q3 		$0 Buy
+7
New +$293 ﹤0.01% 1045
2022
Q1 		$0 Buy
+1
New +$44 ﹤0.01% 717

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

SJS Investment Consulting's AVA Position: Q2 2026 in Review

SJS Investment Consulting increased its Avista (AVA) stake by 2,080% in Q2 2026, buying an estimated $8.56K and bringing the position to 218 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

SJS Investment Consulting first reported a position in AVA in Q1 2022 and has held it in 17 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • SJS Investment Consulting held 218 shares of Avista worth $8.92K as of Q2 2026.
  • SJS Investment Consulting bought 208 Avista shares in Q2 2026, an estimated $8.56K.
  • Avista made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1130 holding.
  • SJS Investment Consulting first reported a position in Avista in Q1 2022 and has held it in 17 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.