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 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

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vision Capital Management's AVA Position: Q2 2026 in Review

Vision Capital Management increased its Avista (AVA) stake by 0.18% in Q2 2026, buying an estimated $412 and bringing the position to 5,591 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #145.

Vision Capital Management first reported a position in AVA in Q1 2025 and has held it in 6 quarters since. 419 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Vision Capital Management held 5,591 shares of Avista worth $229K as of Q2 2026.
Vision Capital Management bought 10 Avista shares in Q2 2026, an estimated $412.
Avista made up 0.03% of Vision Capital Management's portfolio in Q2 2026, its #145 holding.
Vision Capital Management first reported a position in Avista in Q1 2025 and has held it in 6 quarters since.
419 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.