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ZWJ Investment Counsel’s Avista AVA Stock Holding History

ZWJ Investment Counsel’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 		– Sell
-6,225
Closed -$250K – 292
2026
Q1 		$250K Hold
6,225
– – 0.01% 198
2025
Q4 		$240K Sell
6,225
-240
-4% -$9.37K 0.01% 199
2025
Q3 		$244K Buy
6,465
+475
+8% +$17.7K 0.01% 210
2025
Q2 		$227K Buy
+5,990
New +$236K 0.01% 212

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

ZWJ Investment Counsel's AVA Position: Q2 2026 in Review

ZWJ Investment Counsel sold out of Avista (AVA) in Q2 2026, closing a stake of 6,225 shares — an estimated $250K sold.

ZWJ Investment Counsel first reported a position in AVA in Q2 2025 and held it in 4 quarters. The position peaked at $250K in Q1 2026. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • ZWJ Investment Counsel reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
  • ZWJ Investment Counsel sold 6,225 Avista shares in Q2 2026, an estimated $250K.
  • ZWJ Investment Counsel first reported a position in Avista in Q2 2025 and held it in 4 quarters.
  • ZWJ Investment Counsel's Avista position peaked at $250K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.