TwinBeech Capital’s Avista AVA Stock Holding History

TwinBeech Capital’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	$372K	Sell	9,093 -9,307	-51%	-$383K	0.07%	259
2026 Q1	$739K	Sell	18,400 -46,987	-72%	-$1.9M	0.08%	305
2025 Q4	$2.52M	Buy	65,387 +52,282	+399%	+$2.04M	0.18%	157
2025 Q3	$496K	Buy	13,105 +6,183	+89%	+$230K	0.02%	396
2025 Q2	$263K	Sell	6,922 -20,605	-75%	-$813K	0.01%	569
2025 Q1	$1.15M	Buy	+27,527	New	+$1.04M	0.02%	469
2024 Q4	–	Sell	-17,610	Closed	-$682K	–	616
2024 Q3	$682K	Buy	+17,610	New	+$666K	0.01%	547
2024 Q1	–	Sell	-47,811	Closed	-$1.71M	–	550
2023 Q4	$1.71M	Buy	47,811 +10,039	+27%	+$340K	0.03%	426
2023 Q3	$1.22M	Sell	37,772 -74,711	-66%	-$2.67M	0.02%	470
2023 Q2	$4.42M	Buy	+112,483	New	+$4.77M	0.09%	259
2020 Q4	–	Sell	-11,333	Closed	-$387K	–	427
2020 Q3	$387K	Buy	+11,333	New	+$410K	0.08%	311

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

TwinBeech Capital's AVA Position: Q2 2026 in Review

TwinBeech Capital reduced its Avista (AVA) stake by 51% in Q2 2026, selling an estimated $383K and leaving 9,093 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #259.

TwinBeech Capital first reported a position in AVA in Q3 2020 and has held it in 11 quarters since. The position peaked at $4.42M in Q2 2023. 417 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

TwinBeech Capital held 9,093 shares of Avista worth $372K as of Q2 2026.
TwinBeech Capital sold 9,307 Avista shares in Q2 2026, an estimated $383K.
Avista made up 0.07% of TwinBeech Capital's portfolio in Q2 2026, its #259 holding.
TwinBeech Capital first reported a position in Avista in Q3 2020 and has held it in 11 quarters since.
TwinBeech Capital's Avista position peaked at $4.42M in Q2 2023.
417 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.