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WealthCollab’s Avista AVA Stock Holding History

WealthCollab’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 		$16.3K Sell
406
-220
-35% -$8.88K 0.01% 427
2025
Q4 		$24.1K Hold
626
– – 0.01% 349
2025
Q3 		$23.7K Hold
626
– – 0.01% 322
2025
Q2 		$23.8K Hold
626
– – 0.01% 302
2025
Q1 		$26.2K Hold
626
– – 0.02% 271
2024
Q4 		$22.9K Hold
626
– – 0.01% 282
2024
Q3 		$24.3K Hold
626
– – 0.02% 276
2024
Q2 		$21.7K Sell
626
-261
-29% -$9.33K 0.02% 275
2024
Q1 		$31.1K Buy
887
+220
+33% +$7.5K 0.02% 215
2023
Q4 		$23.8K Buy
+667
New +$22.6K 0.02% 243

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthCollab's AVA Position: Q1 2026 in Review

WealthCollab reduced its Avista (AVA) stake by 35% in Q1 2026, selling an estimated $8.88K and leaving 406 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #427.

WealthCollab first reported a position in AVA in Q4 2023 and has held it in 10 quarters since. The position peaked at $31.1K in Q1 2024. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • WealthCollab held 406 shares of Avista worth $16.3K as of Q1 2026.
  • WealthCollab sold 220 Avista shares in Q1 2026, an estimated $8.88K.
  • Avista made up 0.01% of WealthCollab's portfolio in Q1 2026, its #427 holding.
  • WealthCollab first reported a position in Avista in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Avista position peaked at $31.1K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.