Focus Partners Wealth
VSTS icon

Focus Partners Wealth’s Vestis VSTS Stock Holding History

Focus Partners Wealth’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Sell
33,050
-2,232
-6% -$16.3K ﹤0.01% 2270
2025
Q4 		$235K Buy
35,282
+5,724
+19% +$33.4K ﹤0.01% 2361
2025
Q3 		$134K Sell
29,558
-7,693
-21% -$39.4K ﹤0.01% 2106
2025
Q2 		$213K Sell
37,251
-1,914
-5% -$13.4K ﹤0.01% 1837
2025
Q1 		$388K Sell
39,165
-11,887
-23% -$158K ﹤0.01% 1459
2024
Q4 		$778K Sell
51,052
-3,160
-6% -$47.6K ﹤0.01% 1147
2024
Q3 		$808K Buy
54,212
+8,843
+19% +$119K ﹤0.01% 1001
2024
Q2 		$555K Sell
45,369
-179,636
-80% -$2.6M ﹤0.01% 920
2024
Q1 		$4.34M Buy
225,005
+35,852
+19% +$710K 0.04% 348
2023
Q4 		$4M Buy
+189,153
New +$3.25M 0.05% 262

Other funds holding VSTS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.2B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return