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IMA Advisory Services’s Vista Energy VIST Stock Holding History

IMA Advisory Services’s Portfolio VIST Stock Details VIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6
Closed -$291 – 1063
2025
Q4 		$291 Buy
+6
New +$271 ﹤0.01% 910

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

IMA Advisory Services's VIST Position: Q1 2026 in Review

IMA Advisory Services sold out of Vista Energy (VIST) in Q1 2026, closing a stake of 6 shares — an estimated $291 sold.

IMA Advisory Services first reported a position in VIST in Q4 2025 and held it in 1 quarter. The position peaked at $291 in Q4 2025. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

  • IMA Advisory Services reported no remaining Vista Energy position as of Q1 2026 after selling out during the quarter.
  • IMA Advisory Services sold 6 Vista Energy shares in Q1 2026, an estimated $291.
  • IMA Advisory Services first reported a position in Vista Energy in Q4 2025 and held it in 1 quarter.
  • IMA Advisory Services's Vista Energy position peaked at $291 in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.