WG
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Winton Group’s Avista AVA Stock Holding History

Winton Group’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 		$1.25M Sell
30,633
-30
-0.1% -$1.24K 0.04% 450
2026
Q1 		$1.23M Sell
30,663
-183
-0.6% -$7.39K 0.04% 469
2025
Q4 		$1.19M Buy
+30,846
New +$1.2M 0.04% 422
2025
Q3 		– Sell
-27,884
Closed -$1.06M – 728
2025
Q2 		$1.06M Sell
27,884
-1,664
-6% -$65.6K 0.05% 416
2025
Q1 		$1.24M Buy
29,548
+516
+2% +$19.6K 0.08% 261
2024
Q4 		$1.06M Buy
29,032
+1,571
+6% +$59K 0.07% 304
2024
Q3 		$1.06M Buy
27,461
+1,341
+5% +$50.7K 0.07% 273
2024
Q2 		$904K Buy
26,120
+14,471
+124% +$517K 0.06% 317
2024
Q1 		$408K Buy
11,649
+3,566
+44% +$121K 0.03% 497
2023
Q4 		$289K Buy
+8,083
New +$274K 0.02% 553
2022
Q3 		– Sell
-5,733
Closed -$249K – 942
2022
Q2 		$249K Buy
5,733
+800
+16% +$34.4K 0.01% 855
2022
Q1 		$223K Buy
+4,933
New +$217K 0.01% 886
2020
Q3 		– Sell
-60,517
Closed -$2.2M – 1469
2020
Q2 		$2.2M Sell
60,517
-64,901
-52% -$2.57M 0.06% 602
2020
Q1 		$5.33M Sell
125,418
-38,952
-24% -$1.87M 0.14% 226
2019
Q4 		$7.91M Buy
164,370
+157,660
+2,350% +$7.51M 0.11% 314
2019
Q3 		$325K Buy
+6,710
New +$312K ﹤0.01% 1248
2018
Q2 		– Sell
-155,802
Closed -$7.99M – 1013
2018
Q1 		$7.99M Sell
155,802
-21,430
-12% -$1.08M 0.23% 115
2017
Q4 		$9.13M Buy
+177,232
New +$9.19M 0.26% 102
2017
Q3 		– Sell
-196,973
Closed -$8.36M – 646
2017
Q2 		$8.36M Buy
196,973
+110,366
+127% +$4.6M 0.25% 126
2017
Q1 		$3.38M Buy
+86,607
New +$3.39M 0.09% 224

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

Winton Group's AVA Position: Q2 2026 in Review

Winton Group reduced its Avista (AVA) stake by 0.1% in Q2 2026, selling an estimated $1.24K and leaving 30,633 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #450.

Winton Group first reported a position in AVA in Q1 2017 and has held it in 20 quarters since. The position peaked at $9.13M in Q4 2017. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Winton Group held 30,633 shares of Avista worth $1.25M as of Q2 2026.
  • Winton Group sold 30 Avista shares in Q2 2026, an estimated $1.24K.
  • Avista made up 0.04% of Winton Group's portfolio in Q2 2026, its #450 holding.
  • Winton Group first reported a position in Avista in Q1 2017 and has held it in 20 quarters since.
  • Winton Group's Avista position peaked at $9.13M in Q4 2017.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.