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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Trail Advisors's IDA Position: Q1 2026 in Review

Summit Trail Advisors increased its Idacorp (IDA) stake by 50% in Q1 2026, buying an estimated $730K and bringing the position to 15,935 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #443.

Summit Trail Advisors first reported a position in IDA in Q4 2017 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Summit Trail Advisors held 15,935 shares of Idacorp worth $2.28M as of Q1 2026.
  • Summit Trail Advisors bought 5,324 Idacorp shares in Q1 2026, an estimated $730K.
  • Idacorp made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #443 holding.
  • Summit Trail Advisors first reported a position in Idacorp in Q4 2017 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.