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Summit Trail Advisors’s Idacorp IDA Stock Holding History

Summit Trail Advisors’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.79M Buy
18,440
+2,505
+16% +$361K 0.04% 399
2026
Q1 		$2.28M Buy
15,935
+5,324
+50% +$730K 0.03% 443
2025
Q4 		$1.34M Buy
10,611
+4,200
+66% +$546K 0.02% 652
2025
Q3 		$847K Buy
+6,411
New +$794K 0.01% 917
2018
Q1 		– Sell
-154
Closed -$13K – 1010
2017
Q4 		$13K Buy
+154
New +$14.4K ﹤0.01% 1152

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Summit Trail Advisors's IDA Position: Q2 2026 in Review

Summit Trail Advisors increased its Idacorp (IDA) stake by 16% in Q2 2026, buying an estimated $361K and bringing the position to 18,440 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #399.

Summit Trail Advisors first reported a position in IDA in Q4 2017 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Summit Trail Advisors held 18,440 shares of Idacorp worth $2.79M as of Q2 2026.
  • Summit Trail Advisors bought 2,505 Idacorp shares in Q2 2026, an estimated $361K.
  • Idacorp made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #399 holding.
  • Summit Trail Advisors first reported a position in Idacorp in Q4 2017 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.