World Investment Advisors’s Avista AVA Stock Holding History

World Investment Advisors’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	$225K	Sell	5,612 -982	-15%	-$40.4K	﹤0.01%	1404
2026 Q1	$265K	Sell	6,594 -721	-10%	-$29.1K	﹤0.01%	1322
2025 Q4	$282K	Buy	+7,315	New	+$286K	﹤0.01%	1215
2025 Q2	–	Sell	-5,978	Closed	-$250K	–	1136
2025 Q1	$250K	Sell	5,978 -167	-3%	-$6.34K	0.01%	932
2024 Q4	$225K	Sell	6,145 -650	-10%	-$24.4K	0.01%	931
2024 Q3	$263K	Sell	6,795 -793	-10%	-$30K	0.01%	782
2024 Q2	$263K	Buy	+7,588	New	+$271K	0.02%	529

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

World Investment Advisors's AVA Position: Q2 2026 in Review

World Investment Advisors reduced its Avista (AVA) stake by 15% in Q2 2026, selling an estimated $40.4K and leaving 5,612 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

World Investment Advisors first reported a position in AVA in Q2 2024 and has held it in 7 quarters since. The position peaked at $282K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

World Investment Advisors held 5,612 shares of Avista worth $225K as of Q2 2026.
World Investment Advisors sold 982 Avista shares in Q2 2026, an estimated $40.4K.
Avista made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1404 holding.
World Investment Advisors first reported a position in Avista in Q2 2024 and has held it in 7 quarters since.
World Investment Advisors's Avista position peaked at $282K in Q4 2025.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.