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
2015 Q1	–	Sell	-1,000	Closed	-$66K	–	9032
2014 Q4	$66K	Buy	+1,000	New	+$61.3K	﹤0.01%	6143

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

UBS Group's IDA Position: Q2 2026 in Review

UBS Group increased its Idacorp (IDA) stake by 30% in Q2 2026, buying an estimated $17.2M and bringing the position to 518,754 shares worth $78.5M. The position accounts for 0.01% of the portfolio, ranked #1311.

UBS Group first reported a position in IDA in Q4 2014 and has held it in 47 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

UBS Group held 518,754 shares of Idacorp worth $78.5M as of Q2 2026.
UBS Group bought 119,123 Idacorp shares in Q2 2026, an estimated $17.2M.
Idacorp made up 0.01% of UBS Group's portfolio in Q2 2026, its #1311 holding.
UBS Group first reported a position in Idacorp in Q4 2014 and has held it in 47 quarters since.
565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.