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United Capital Financial Advisors’s Idacorp IDA Stock Holding History

United Capital Financial Advisors’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 		$400K Sell
2,645
-580
-18% -$83.5K ﹤0.01% 1236
2026
Q1 		$461K Buy
3,225
+1,545
+92% +$212K ﹤0.01% 1107
2025
Q4 		$213K Buy
+1,680
New +$219K ﹤0.01% 1306
2017
Q4 		– Sell
-2,706
Closed -$238K – 1332
2017
Q3 		$238K Buy
+2,706
New +$237K ﹤0.01% 1196

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
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

United Capital Financial Advisors's IDA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Idacorp (IDA) stake by 18% in Q2 2026, selling an estimated $83.5K and leaving 2,645 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

United Capital Financial Advisors first reported a position in IDA in Q3 2017 and has held it in 4 quarters since. The position peaked at $461K in Q1 2026. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • United Capital Financial Advisors held 2,645 shares of Idacorp worth $400K as of Q2 2026.
  • United Capital Financial Advisors sold 580 Idacorp shares in Q2 2026, an estimated $83.5K.
  • Idacorp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1236 holding.
  • United Capital Financial Advisors first reported a position in Idacorp in Q3 2017 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Idacorp position peaked at $461K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.