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Wealthspire Advisors (New York)’s Idacorp IDA Stock Holding History

Wealthspire Advisors (New York)’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
Q2 		$416K Sell
2,750
-121
-4% -$17.4K ﹤0.01% 873
2026
Q1 		$410K Buy
2,871
+229
+9% +$31.4K ﹤0.01% 636
2025
Q4 		$334K Buy
2,642
+338
+15% +$44K ﹤0.01% 759
2025
Q3 		$304K Sell
2,304
-155
-6% -$19.2K ﹤0.01% 663
2025
Q2 		$284K Buy
2,459
+23
+0.9% +$2.67K ﹤0.01% 683
2025
Q1 		$283K Sell
2,436
-460
-16% -$51.6K ﹤0.01% 654
2024
Q4 		$316K Buy
+2,896
New +$318K ﹤0.01% 636

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s IDA Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Idacorp (IDA) stake by 4.2% in Q2 2026, selling an estimated $17.4K and leaving 2,750 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Wealthspire Advisors (New York) first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,750 shares of Idacorp worth $416K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 121 Idacorp shares in Q2 2026, an estimated $17.4K.
  • Idacorp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #873 holding.
  • Wealthspire Advisors (New York) first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.