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Xponance’s Avista AVA Stock Holding History

Xponance’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 		$361K Buy
8,821
+716
+9% +$29.5K ﹤0.01% 1301
2026
Q1 		$325K Buy
8,105
+1,689
+26% +$68.2K ﹤0.01% 1217
2025
Q4 		$247K Buy
6,416
+126
+2% +$4.92K ﹤0.01% 1281
2025
Q3 		$238K Buy
6,290
+64
+1% +$2.38K ﹤0.01% 1271
2025
Q2 		$236K Buy
6,226
+292
+5% +$11.5K ﹤0.01% 1247
2025
Q1 		$248K Buy
5,934
+307
+5% +$11.7K ﹤0.01% 1177
2024
Q4 		$206K Buy
+5,627
New +$211K ﹤0.01% 1287

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

Xponance's AVA Position: Q2 2026 in Review

Xponance increased its Avista (AVA) stake by 8.8% in Q2 2026, buying an estimated $29.5K and bringing the position to 8,821 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Xponance first reported a position in AVA in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Xponance held 8,821 shares of Avista worth $361K as of Q2 2026.
  • Xponance bought 716 Avista shares in Q2 2026, an estimated $29.5K.
  • Avista made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1301 holding.
  • Xponance first reported a position in Avista in Q4 2024 and has held it in 7 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.