TWM
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Tumwater Wealth Management’s Idacorp IDA Stock Holding History

Tumwater Wealth Management’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 		$754K Hold
4,981
– – 0.27% 16
2026
Q1 		$712K Sell
4,981
-7
-0.1% -$960 0.29% 16
2025
Q4 		$631K Hold
4,988
– – 0.26% 17
2025
Q3 		$659K Hold
4,988
– – 0.29% 14
2025
Q2 		$576K Hold
4,988
– – 0.27% 17
2025
Q1 		$580K Hold
4,988
– – 0.3% 17
2024
Q4 		$545K Buy
+4,988
New +$548K 0.29% 17

Other funds holding IDA

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $283M AUM 40% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Tumwater Wealth Management's IDA Position: Q2 2026 in Review

Tumwater Wealth Management held its Idacorp (IDA) position steady in Q2 2026 at 4,981 shares worth $754K. The position accounts for 0.27% of the portfolio, ranked #16.

Tumwater Wealth Management first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Tumwater Wealth Management held 4,981 shares of Idacorp worth $754K as of Q2 2026.
  • Tumwater Wealth Management left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up 0.27% of Tumwater Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Tumwater Wealth Management first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • 121 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.