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True Wealth Design’s Avista AVA Stock Holding History

True Wealth Design’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 		$4.58K Buy
112
+54
+93% +$2.22K ﹤0.01% 1368
2026
Q1 		$2.33K Hold
58
– – ﹤0.01% 1481
2025
Q4 		$2.24K Hold
58
– – ﹤0.01% 1412
2025
Q3 		$2.19K Buy
58
+56
+2,800% +$2.08K ﹤0.01% 1420
2025
Q2 		$76 Hold
2
– – ﹤0.01% 2303
2025
Q1 		$84 Hold
2
– – ﹤0.01% 2256
2024
Q4 		$74 Buy
+2
New +$75 ﹤0.01% 1295

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

True Wealth Design's AVA Position: Q2 2026 in Review

True Wealth Design increased its Avista (AVA) stake by 93% in Q2 2026, buying an estimated $2.22K and bringing the position to 112 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

True Wealth Design first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • True Wealth Design held 112 shares of Avista worth $4.58K as of Q2 2026.
  • True Wealth Design bought 54 Avista shares in Q2 2026, an estimated $2.22K.
  • Avista made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1368 holding.
  • True Wealth Design first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.