Steward Partners Investment Advisory’s Avista AVA Stock Holding History

Steward Partners Investment Advisory’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	$14.3K	Buy	+349	New	+$14.4K	﹤0.01%	3551
2026 Q1	–	Sell	-157	Closed	-$6.05K	–	4429
2025 Q4	$6.05K	Hold	157	–	–	﹤0.01%	3628
2025 Q3	$5.94K	Buy	157 +57	+57%	+$2.12K	﹤0.01%	3603
2025 Q2	$3.79K	Hold	100	–	–	﹤0.01%	3569
2025 Q1	$4.19K	Sell	100 -100	-50%	-$3.79K	﹤0.01%	3432
2024 Q4	$7.33K	Hold	200	–	–	﹤0.01%	3223
2024 Q3	$7.75K	Hold	200	–	–	﹤0.01%	3047
2024 Q2	$6.92K	Hold	200	–	–	﹤0.01%	2937
2024 Q1	$7K	Sell	200 -300	-60%	-$10.2K	﹤0.01%	2935
2023 Q4	$17.9K	Sell	500 -300	-38%	-$10.2K	﹤0.01%	2457
2023 Q3	$25.9K	Buy	+800	New	+$28.6K	﹤0.01%	2186
2021 Q2	–	Sell	-148	Closed	-$7.08K	–	7098
2021 Q1	$7.08K	Buy	+148	New	+$6.09K	﹤0.01%	2913

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Partners Investment Advisory's AVA Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Avista (AVA) in Q2 2026: 349 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #3551 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in AVA as recently as Q4 2025.

Steward Partners Investment Advisory first reported a position in AVA in Q1 2021 and has held it in 12 quarters since. The position peaked at $25.9K in Q3 2023. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Steward Partners Investment Advisory held 349 shares of Avista worth $14.3K as of Q2 2026.
Avista was a new Steward Partners Investment Advisory position in Q2 2026.
Avista made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3551 holding.
Steward Partners Investment Advisory first reported a position in Avista in Q1 2021 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Avista position peaked at $25.9K in Q3 2023.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.