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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
Q2 		$16.6K Hold
406
– – 0.01% 457
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthCollab's AVA Position: Q2 2026 in Review

WealthCollab held its Avista (AVA) position steady in Q2 2026 at 406 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #457.

WealthCollab first reported a position in AVA in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.1K in Q1 2024. 419 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • WealthCollab held 406 shares of Avista worth $16.6K as of Q2 2026.
  • WealthCollab left its Avista share count unchanged in Q2 2026.
  • Avista made up 0.01% of WealthCollab's portfolio in Q2 2026, its #457 holding.
  • WealthCollab first reported a position in Avista in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's Avista position peaked at $31.1K in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.