Ray Dalio's AVA Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 471,986 shares of Avista Corporation (AVA) worth $19.31 M, representing 0.08% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in AVA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 453,895 shares. Largest reduction occurred in Q1 2023, reducing 17,568 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Avista Corporation (AVA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Avista Corporation (AVA) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +453,895 | Add 2508.95% | 471,986 | $40.91 |
| Q1 2026 | +18,091 | New Buy | 18,091 | $40.14 |
| Q4 2025 | -5,469 | Sold Out | 0 | $0.00 |
| Q3 2025 | +5,469 | New Buy | 5,469 | $37.81 |
| Q1 2023 | -17,568 | Sold Out | 0 | $0.00 |
| Q4 2022 | +6,183 | Add 54.31% | 17,568 | $44.34 |
| Q3 2022 | -1,142 | Reduce 9.12% | 11,385 | $37.07 |
| Q2 2022 | +3,804 | Add 43.61% | 12,527 | $43.51 |
| Q1 2022 | +8,723 | New Buy | 8,723 | $45.17 |
| Q4 2021 | -12,767 | Sold Out | 0 | $0.00 |
| Q3 2021 | +446 | Add 3.62% | 12,767 | $39.09 |
| Q2 2021 | +12,321 | New Buy | 12,321 | $42.69 |
Ray Dalio's Avista Corporation Investment FAQs
Ray Dalio first purchased Avista Corporation (AVA) in Q2 2021, acquiring 12,321 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Avista Corporation (AVA) for 12 quarters since Q2 2021.
Ray Dalio's largest addition to Avista Corporation (AVA) was in Q2 2026, adding 471,986 shares worth $19.31 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 471,986 shares of Avista Corporation (AVA), valued at approximately $19.31 M.
As of the Q2 2026 filing, Avista Corporation (AVA) represents approximately 0.08% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Avista Corporation (AVA) was 471,986 shares, as reported at the end of Q2 2026.