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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vision Capital Management's AVA Position: Q1 2026 in Review

Vision Capital Management increased its Avista (AVA) stake by 4.2% in Q1 2026, buying an estimated $9.04K and bringing the position to 5,581 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #140.

Vision Capital Management first reported a position in AVA in Q1 2025 and has held it in 5 quarters since. The position peaked at $224K in Q1 2025. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

Vision Capital Management held 5,581 shares of Avista worth $224K as of Q1 2026.
Vision Capital Management bought 224 Avista shares in Q1 2026, an estimated $9.04K.
Avista made up 0.03% of Vision Capital Management's portfolio in Q1 2026, its #140 holding.
Vision Capital Management first reported a position in Avista in Q1 2025 and has held it in 5 quarters since.
Vision Capital Management's Avista position peaked at $224K in Q1 2025.
404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.