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Vise Technologies’s Avista AVA Stock Holding History

Vise Technologies’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 		$722K Buy
17,652
+4,841
+38% +$199K 0.01% 957
2026
Q1 		$494K Hold
12,811
– – 0.01% 874
2025
Q4 		$494K Buy
12,811
+3,722
+41% +$145K 0.01% 879
2025
Q3 		$344K Buy
9,089
+2,235
+33% +$83.1K 0.01% 832
2025
Q2 		$260K Buy
+6,854
New +$270K 0.01% 897

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

Vise Technologies's AVA Position: Q2 2026 in Review

Vise Technologies increased its Avista (AVA) stake by 38% in Q2 2026, buying an estimated $199K and bringing the position to 17,652 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #957.

Vise Technologies first reported a position in AVA in Q2 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Vise Technologies held 17,652 shares of Avista worth $722K as of Q2 2026.
  • Vise Technologies bought 4,841 Avista shares in Q2 2026, an estimated $199K.
  • Avista made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #957 holding.
  • Vise Technologies first reported a position in Avista in Q2 2025 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.