Universal-Beteiligungs- und Servicegesellschaft
AVA icon

Universal-Beteiligungs- und Servicegesellschaft’s Avista AVA Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$2.68M Buy
65,578
+31,628
+93% +$1.3M ﹤0.01% 1186
2026
Q1 		$1.36M Buy
+33,950
New +$1.37M ﹤0.01% 1396

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AVA Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Avista (AVA) stake by 93% in Q2 2026, buying an estimated $1.3M and bringing the position to 65,578 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AVA in Q1 2026 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 65,578 shares of Avista worth $2.68M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 31,628 Avista shares in Q2 2026, an estimated $1.3M.
  • Avista made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1186 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Avista in Q1 2026 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.