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Wellington-Altus USA’s Idacorp IDA Stock Holding History

Wellington-Altus USA’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 		$43.3K Hold
303
– – 0.03% 332
2026
Q1 		$45.8K Buy
303
+34
+13% +$4.66K 0.03% 356
2025
Q4 		$34K Buy
+269
New +$35K 0.03% 372

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 $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Wellington-Altus USA's IDA Position: Q2 2026 in Review

Wellington-Altus USA held its Idacorp (IDA) position steady in Q2 2026 at 303 shares worth $43.3K. The position accounts for 0.03% of the portfolio, ranked #332.

Wellington-Altus USA first reported a position in IDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.8K in Q1 2026. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Wellington-Altus USA held 303 shares of Idacorp worth $43.3K as of Q2 2026.
  • Wellington-Altus USA left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #332 holding.
  • Wellington-Altus USA first reported a position in Idacorp in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Idacorp position peaked at $45.8K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.