UBS Group
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UBS Group’s Idacorp IDA Stock Holding History

UBS Group’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 		$57.1M Buy
399,631
+95,470
+31% +$13.1M 0.01% 1518
2025
Q4 		$38.5M Buy
304,161
+8,653
+3% +$1.13M 0.01% 1905
2025
Q3 		$39.1M Buy
295,508
+44,407
+18% +$5.5M 0.01% 1878
2025
Q2 		$29M Sell
251,101
-33,779
-12% -$3.91M 0.01% 2007
2025
Q1 		$33.1M Buy
284,880
+170,576
+149% +$19.1M 0.01% 1866
2024
Q4 		$12.5M Buy
114,304
+30,344
+36% +$3.34M ﹤0.01% 2818
2024
Q3 		$8.66M Buy
83,960
+46,897
+127% +$4.68M ﹤0.01% 2508
2024
Q2 		$3.45M Buy
37,063
+6,363
+21% +$597K ﹤0.01% 3210
2024
Q1 		$2.85M Buy
30,700
+567
+2% +$51.9K ﹤0.01% 3584
2023
Q4 		$2.96M Sell
30,133
-5,215
-15% -$505K ﹤0.01% 3380
2023
Q3 		$3.31M Sell
35,348
-2,653
-7% -$262K ﹤0.01% 2963
2023
Q2 		$3.9M Buy
38,001
+2,013
+6% +$216K ﹤0.01% 2827
2023
Q1 		$3.9M Buy
35,988
+4,853
+16% +$510K ﹤0.01% 2762
2022
Q4 		$3.36M Buy
31,135
+21,415
+220% +$2.22M ﹤0.01% 2864
2022
Q3 		$963K Sell
9,720
-8,922
-48% -$973K ﹤0.01% 3777
2022
Q2 		$1.97M Buy
18,642
+5,895
+46% +$637K ﹤0.01% 3163
2022
Q1 		$1.47M Sell
12,747
-22,114
-63% -$2.41M ﹤0.01% 3733
2021
Q4 		$3.95M Buy
34,861
+7,820
+29% +$832K ﹤0.01% 3081
2021
Q3 		$2.8M Buy
27,041
+13,441
+99% +$1.4M ﹤0.01% 3266
2021
Q2 		$1.33M Sell
13,600
-81,242
-86% -$8.14M ﹤0.01% 3941
2021
Q1 		$9.48M Buy
94,842
+78,627
+485% +$7.19M ﹤0.01% 2002
2020
Q4 		$1.56M Sell
16,215
-7,748
-32% -$705K ﹤0.01% 3630
2020
Q3 		$1.91M Buy
23,963
+16,332
+214% +$1.44M ﹤0.01% 3087
2020
Q2 		$667K Buy
7,631
+1,905
+33% +$172K ﹤0.01% 3896
2020
Q1 		$503K Sell
5,726
-44,992
-89% -$4.63M ﹤0.01% 3955
2019
Q4 		$5.42M Buy
50,718
+22,887
+82% +$2.45M ﹤0.01% 2531
2019
Q3 		$3.13M Buy
27,831
+10,462
+60% +$1.11M ﹤0.01% 2843
2019
Q2 		$1.74M Sell
17,369
-26,999
-61% -$2.72M ﹤0.01% 3271
2019
Q1 		$4.42M Buy
44,368
+17,121
+63% +$1.66M ﹤0.01% 2304
2018
Q4 		$2.54M Sell
27,247
-1,237
-4% -$121K ﹤0.01% 2802
2018
Q3 		$2.83M Buy
28,484
+10,236
+56% +$986K ﹤0.01% 2882
2018
Q2 		$1.68M Buy
18,248
+6,814
+60% +$612K ﹤0.01% 3320
2018
Q1 		$1.01M Sell
11,434
-9,761
-46% -$824K ﹤0.01% 3696
2017
Q4 		$1.94M Sell
21,195
-33,172
-61% -$3.1M ﹤0.01% 3237
2017
Q3 		$4.78M Buy
54,367
+32,710
+151% +$2.86M ﹤0.01% 2257
2017
Q2 		$1.85M Buy
21,657
+3,208
+17% +$275K ﹤0.01% 3081
2017
Q1 		$1.53M Sell
18,449
-10,316
-36% -$831K ﹤0.01% 3174
2016
Q4 		$2.32M Buy
28,765
+17,660
+159% +$1.36M ﹤0.01% 2785
2016
Q3 		$869K Buy
11,105
+2,600
+31% +$205K ﹤0.01% 3518
2016
Q2 		$692K Buy
8,505
+622
+8% +$45.9K ﹤0.01% 3657
2016
Q1 		$588K Buy
7,883
+3,614
+85% +$255K ﹤0.01% 3653
2015
Q4 		$290K Sell
4,269
-33,040
-89% -$2.23M ﹤0.01% 4374
2015
Q3 		$2.41M Buy
37,309
+10,952
+42% +$660K ﹤0.01% 2562
2015
Q2 		$1.48M Sell
26,357
-3,512
-12% -$209K ﹤0.01% 3261
2015
Q1 		$1.88M Sell
29,869
-42,148
-59% -$2.71M ﹤0.01% 2989
2014
Q4 		$4.77M Buy
+72,017
New +$4.42M ﹤0.01% 2126

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 $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's IDA Position: Q1 2026 in Review

UBS Group increased its Idacorp (IDA) stake by 31% in Q1 2026, buying an estimated $13.1M and bringing the position to 399,631 shares worth $57.1M. The position accounts for 0.01% of the portfolio, ranked #1518.

UBS Group first reported a position in IDA in Q4 2014 and has held it in 46 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • UBS Group held 399,631 shares of Idacorp worth $57.1M as of Q1 2026.
  • UBS Group bought 95,470 Idacorp shares in Q1 2026, an estimated $13.1M.
  • Idacorp made up 0.01% of UBS Group's portfolio in Q1 2026, its #1518 holding.
  • UBS Group first reported a position in Idacorp in Q4 2014 and has held it in 46 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.