WCM
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Wedge Capital Management’s Avista AVA Stock Holding History

Wedge 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
2025
Q2 		– Sell
-66,466
Closed -$2.78M – 512
2025
Q1 		$2.78M Sell
66,466
-8,897
-12% -$338K 0.05% 264
2024
Q4 		$2.76M Buy
+75,363
New +$2.83M 0.05% 284

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wedge Capital Management's AVA Position: Q2 2025 in Review

Wedge Capital Management sold out of Avista (AVA) in Q2 2025, closing a stake of 66,466 shares — an estimated $2.78M sold.

Wedge Capital Management first reported a position in AVA in Q4 2024 and held it in 2 quarters. The position peaked at $2.78M in Q1 2025. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • Wedge Capital Management reported no remaining Avista position as of Q2 2025 after selling out during the quarter.
  • Wedge Capital Management sold 66,466 Avista shares in Q2 2025, an estimated $2.78M.
  • Wedge Capital Management first reported a position in Avista in Q4 2024 and held it in 2 quarters.
  • Wedge Capital Management's Avista position peaked at $2.78M in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on Wedge Capital Management's 13F filing for Q2 2025, filed 11 Jul 2025.