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Sound Income Strategies’s Avista AVA Stock Holding History

Sound Income Strategies’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 		$12.3M Buy
301,293
+7,151
+2% +$294K 0.55% 66
2026
Q1 		$12M Buy
294,142
+110,454
+60% +$4.46M 0.58% 63
2025
Q4 		$7.38M Buy
+183,688
New +$7.17M 0.35% 84

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

Sound Income Strategies's AVA Position: Q2 2026 in Review

Sound Income Strategies increased its Avista (AVA) stake by 2.4% in Q2 2026, buying an estimated $294K and bringing the position to 301,293 shares worth $12.3M. The position accounts for 0.55% of the portfolio, ranked #66.

Sound Income Strategies first reported a position in AVA in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Sound Income Strategies held 301,293 shares of Avista worth $12.3M as of Q2 2026.
  • Sound Income Strategies bought 7,151 Avista shares in Q2 2026, an estimated $294K.
  • Avista made up 0.55% of Sound Income Strategies's portfolio in Q2 2026, its #66 holding.
  • Sound Income Strategies first reported a position in Avista in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.