Vision Capital Management
AVA icon

Vision Capital Management’s Avista AVA Stock Holding History

Vision Capital 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
Q3 		– Sell
-5,591
Closed -$229K – 154
2026
Q2 		$229K Buy
5,591
+10
+0.2% +$412 0.03% 145
2026
Q1 		$224K Buy
5,581
+224
+4% +$9.04K 0.03% 140
2025
Q4 		$206K Hold
5,357
– – 0.02% 144
2025
Q3 		$203K Hold
5,357
– – 0.03% 144
2025
Q2 		$203K Hold
5,357
– – 0.03% 139
2025
Q1 		$224K Buy
+5,357
New +$203K 0.03% 131

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Principal Financial Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Vision Capital Management's AVA Position: Q3 2026 in Review

Vision Capital Management sold out of Avista (AVA) in Q3 2026, closing a stake of 5,591 shares — an estimated $229K sold.

Vision Capital Management first reported a position in AVA in Q1 2025 and held it in 6 quarters. The position peaked at $229K in Q2 2026. 178 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Vision Capital Management reported no remaining Avista position as of Q3 2026 after selling out during the quarter.
  • Vision Capital Management sold 5,591 Avista shares in Q3 2026, an estimated $229K.
  • Vision Capital Management first reported a position in Avista in Q1 2025 and held it in 6 quarters.
  • Vision Capital Management's Avista position peaked at $229K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Vision Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.