Wilmington Savings Fund Society’s Avista AVA Stock Holding History

Wilmington Savings Fund Society’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	$5.24K	Hold	128	–	–	﹤0.01%	1262
2026 Q1	$5.14K	Sell	128 -4,000	-97%	-$161K	﹤0.01%	1265
2025 Q4	$159K	Buy	4,128 +128	+3%	+$5K	﹤0.01%	642
2025 Q3	$151K	Hold	4,000	–	–	﹤0.01%	649
2025 Q2	$152K	Hold	4,000	–	–	﹤0.01%	901
2025 Q1	$167K	Hold	4,000	–	–	﹤0.01%	841
2024 Q4	$147K	Hold	4,000	–	–	﹤0.01%	929
2024 Q3	$155K	Buy	+4,000	New	+$151K	﹤0.01%	889

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wilmington Savings Fund Society's AVA Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Avista (AVA) position steady in Q2 2026 at 128 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Wilmington Savings Fund Society first reported a position in AVA in Q3 2024 and has held it in 8 quarters since. The position peaked at $167K in Q1 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Wilmington Savings Fund Society held 128 shares of Avista worth $5.24K as of Q2 2026.
Wilmington Savings Fund Society left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1262 holding.
Wilmington Savings Fund Society first reported a position in Avista in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Avista position peaked at $167K in Q1 2025.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.