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Smartleaf Asset Management’s Avista AVA Stock Holding History

Smartleaf Asset Management’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 		$16.6K Hold
401
– – ﹤0.01% 2114
2026
Q1 		$16.2K Sell
401
-462
-54% -$18.7K ﹤0.01% 2075
2025
Q4 		$33.4K Buy
863
+219
+34% +$8.55K ﹤0.01% 1750
2025
Q3 		$24.2K Buy
644
+146
+29% +$5.43K ﹤0.01% 1735
2025
Q2 		$18.7K Sell
498
-188
-27% -$7.42K ﹤0.01% 1580
2025
Q1 		$28.1K Sell
686
-172
-20% -$6.53K ﹤0.01% 1434
2024
Q4 		$31.5K Buy
858
+464
+118% +$17.4K ﹤0.01% 1404
2024
Q3 		$15.3K Sell
394
-91
-19% -$3.44K ﹤0.01% 1509
2024
Q2 		$16.7K Buy
485
+289
+147% +$10.3K ﹤0.01% 1123
2024
Q1 		$6.8K Buy
+196
New +$6.68K ﹤0.01% 1117

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

Smartleaf Asset Management's AVA Position: Q2 2026 in Review

Smartleaf Asset Management held its Avista (AVA) position steady in Q2 2026 at 401 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Smartleaf Asset Management first reported a position in AVA in Q1 2024 and has held it in 10 quarters since. The position peaked at $33.4K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Smartleaf Asset Management held 401 shares of Avista worth $16.6K as of Q2 2026.
  • Smartleaf Asset Management left its Avista share count unchanged in Q2 2026.
  • Avista made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2114 holding.
  • Smartleaf Asset Management first reported a position in Avista in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Avista position peaked at $33.4K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.