VWM
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Vermillion Wealth Management’s Avista AVA Stock Holding History

Vermillion Wealth Management’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 		– Sell
-6
Closed -$241 – 1607
2026
Q1 		$241 Buy
+6
New +$242 ﹤0.01% 1263

Other funds holding AVA

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Vermillion Wealth Management's AVA Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Avista (AVA) in Q2 2026, closing a stake of 6 shares — an estimated $241 sold.

Vermillion Wealth Management first reported a position in AVA in Q1 2026 and held it in 1 quarter. The position peaked at $241 in Q1 2026. 60 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 6 Avista shares in Q2 2026, an estimated $241.
  • Vermillion Wealth Management first reported a position in Avista in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Avista position peaked at $241 in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.