MOODY ALDRICH PARTNERS LLC AVA — AVISTA CORP

Ownership history in MOODY ALDRICH PARTNERS LLC  ·  7 quarters on record

AI Ownership Summary

MOODY ALDRICH PARTNERS LLC reported AVISTA CORP (AVA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.23% in 2025 Q4. The latest visible filing shows AVA at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY ALDRICH PARTNERS LLC's position in AVISTA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVA was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVA stock page MOODY ALDRICH PARTNERS LLC fund profile MOODY ALDRICH PARTNERS LLC full holdings
How MOODY ALDRICH PARTNERS LLC held AVA — position size vs. price
% of Fund (quarterly)    AVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 169,211 -1,677 -1.0% 1.22% $6.8M 2026-04-20 $40.78
2025 Q4 ADDED — — — 170,888 +50,133 +41.5% 1.23% $6.6M 2026-01-30 $40.32
2025 Q3 REDUCED 16.9% +3.4% ❌ 120,755 -24,581 -16.9% 0.87% $4.6M 2025-10-21 $37.51
2025 Q2 ADDED — — — 145,336 +28,545 +24.4% 1.07% $5.5M 2025-08-04 $36.37
2025 Q1 ADDED — — — 116,791 +693 +0.6% 1.02% $4.9M 2025-04-29 $39.08
2024 Q4 REDUCED — — — 116,098 -5,828 -4.8% 0.79% $4.3M 2025-01-23 $33.25
2024 Q3 INITIATED — — — 121,926 — — 0.86% $4.7M 2024-10-22 $35.35

🏢 Other funds also holding AVA

As of 2026 Q1 — sorted by position size

Longboard Asset Management, LP 3.82% Bruce & Co., Inc. 3Y 7Y 2.31% NUANCE INVESTMENTS, LLC 3Y 7Y 2.03% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 0.95% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.74% Sound Income Strategies, LLC 3Y 7Y 0.58% RICHARDS, MERRILL & PETERSON, INC. 0.49% RWC Asset Management LLP 3Y 7Y 0.43% Meiji Yasuda Asset Management Co Ltd. 3Y 7Y 0.41% ALGERT GLOBAL LLC 3Y 7Y 0.39%

FAQ About MOODY ALDRICH PARTNERS LLC and AVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY ALDRICH PARTNERS LLC reported owning AVA?

MOODY ALDRICH PARTNERS LLC reported AVA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AVA position in MOODY ALDRICH PARTNERS LLC's portfolio?

The largest reported portfolio weight for AVA was 1.23% in 2025 Q4.

What is the latest reported AVA position on this page?

The most recent filing on this page is 2026 Q1, when MOODY ALDRICH PARTNERS LLC reported 169,211 shares, equal to 1.22% of portfolio, with an estimated market value of $6.8M.

What does the chart on this AVA ownership page compare?

The chart compares MOODY ALDRICH PARTNERS LLC's quarterly AVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOODY ALDRICH PARTNERS LLC time their AVA position?

Based on 13F filing dates vs. subsequent AVA price moves, MOODY ALDRICH PARTNERS LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on AVA relative to SPY over the holding period was -4.6%.

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