SCM
AVA icon

Sterling Capital Management’s Avista AVA Stock Holding History

Sterling Capital 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 		$510K Buy
12,462
+9,740
+358% +$401K 0.01% 798
2026
Q1 		$109K Sell
2,722
-16,013
-85% -$646K ﹤0.01% 1367
2025
Q4 		$722K Sell
18,735
-874
-4% -$34.1K 0.01% 763
2025
Q3 		$741K Buy
19,609
+3,404
+21% +$127K 0.01% 745
2025
Q2 		$615K Buy
16,205
+807
+5% +$31.8K 0.01% 815
2025
Q1 		$645K Sell
15,398
-2,309
-13% -$87.6K 0.01% 740
2024
Q4 		$649K Buy
17,707
+2,196
+14% +$82.5K 0.01% 774
2024
Q3 		$601K Buy
+15,511
New +$587K 0.01% 765
2019
Q3 		$1.72M Buy
+35,418
New +$1.65M 0.02% 448
2018
Q1 		– Sell
-278,171
Closed -$14.3M – 843
2017
Q4 		$14.3M Sell
278,171
-211,415
-43% -$11M 0.13% 161
2017
Q3 		$25.3M Sell
489,586
-35,732
-7% -$1.79M 0.24% 115
2017
Q2 		$22.3M Buy
525,318
+2,844
+0.5% +$119K 0.22% 126
2017
Q1 		$20.4M Buy
522,474
+2,362
+0.5% +$92.6K 0.19% 139
2016
Q4 		$20.8M Buy
520,112
+6,199
+1% +$251K 0.19% 134
2016
Q3 		$21.5M Sell
513,913
-47
-0% -$2K 0.2% 120
2016
Q2 		$23M Hold
513,960
– – 0.21% 116
2016
Q1 		$21M Buy
513,960
+22,274
+5% +$838K 0.19% 121
2015
Q4 		$17.4M Sell
491,686
-25,451
-5% -$872K 0.15% 141
2015
Q3 		$17.2M Buy
517,137
+491,686
+1,932% +$15.7M 0.15% 137
2015
Q2 		$780K Sell
25,451
-77
-0.3% -$2.48K 0.01% 507
2015
Q1 		$873K Sell
25,528
-75,810
-75% -$2.65M 0.01% 481
2014
Q4 		$3.58M Sell
101,338
-1,110
-1% -$37.9K 0.03% 239
2014
Q3 		$3.13M Buy
102,448
+2,354
+2% +$75.1K 0.04% 242
2014
Q2 		$3.35M Buy
100,094
+8,259
+9% +$261K 0.03% 220
2014
Q1 		$2.81M Buy
91,835
+65,733
+252% +$1.91M 0.02% 236
2013
Q4 		$736K Buy
+26,102
New +$716K 0.01% 451

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

Sterling Capital Management's AVA Position: Q2 2026 in Review

Sterling Capital Management increased its Avista (AVA) stake by 358% in Q2 2026, buying an estimated $401K and bringing the position to 12,462 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #798.

Sterling Capital Management first reported a position in AVA in Q4 2013 and has held it in 26 quarters since. The position peaked at $25.3M in Q3 2017. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Sterling Capital Management held 12,462 shares of Avista worth $510K as of Q2 2026.
  • Sterling Capital Management bought 9,740 Avista shares in Q2 2026, an estimated $401K.
  • Avista made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #798 holding.
  • Sterling Capital Management first reported a position in Avista in Q4 2013 and has held it in 26 quarters since.
  • Sterling Capital Management's Avista position peaked at $25.3M in Q3 2017.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.