Waterfront Wealth
IDA icon

Waterfront Wealth’s Idacorp IDA Stock Holding History

Waterfront Wealth’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$223K Buy
1,611
+11
+0.7% +$1.55K 0.04% 288
2026
Q2 		$241K Buy
1,600
+10
+0.6% +$1.44K 0.04% 277
2026
Q1 		$227K Buy
1,590
+10
+0.6% +$1.37K 0.04% 267
2025
Q4 		$212K Buy
1,580
+10
+0.6% +$1.3K 0.04% 263
2025
Q3 		$214K Buy
+1,570
New +$194K 0.04% 254

Other funds holding IDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Waterfront Wealth's IDA Position: Q3 2026 in Review

Waterfront Wealth increased its Idacorp (IDA) stake by 0.69% in Q3 2026, buying an estimated $1.55K and bringing the position to 1,611 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #288.

Waterfront Wealth first reported a position in IDA in Q3 2025 and has held it in 5 quarters since. The position peaked at $241K in Q2 2026. 445 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Waterfront Wealth held 1,611 shares of Idacorp worth $223K as of Q3 2026.
  • Waterfront Wealth bought 11 Idacorp shares in Q3 2026, an estimated $1.55K.
  • Idacorp made up 0.04% of Waterfront Wealth's portfolio in Q3 2026, its #288 holding.
  • Waterfront Wealth first reported a position in Idacorp in Q3 2025 and has held it in 5 quarters since.
  • Waterfront Wealth's Idacorp position peaked at $241K in Q2 2026.
  • 445 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.