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Legacy Wealth Management (Idaho)’s Vista Energy VIST Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-130
Closed -$9.81K – 939
2026
Q1 		$9.81K Hold
130
– – ﹤0.01% 490
2025
Q4 		$6.33K Hold
130
– – ﹤0.01% 502
2025
Q3 		$4.47K Hold
130
– – ﹤0.01% 446
2025
Q2 		$6.22K Hold
130
– – ﹤0.01% 370
2025
Q1 		$6.05K Hold
130
– – ﹤0.01% 403
2024
Q4 		$6.84K Hold
130
– – ﹤0.01% 345
2024
Q3 		$6.21K Buy
+130
New +$6.11K ﹤0.01% 371

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VIST Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vista Energy (VIST) in Q2 2026, closing a stake of 130 shares — an estimated $9.81K sold.

Legacy Wealth Management (Idaho) first reported a position in VIST in Q3 2024 and held it in 7 quarters. The position peaked at $9.81K in Q1 2026. 226 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vista Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 130 Vista Energy shares in Q2 2026, an estimated $9.81K.
  • Legacy Wealth Management (Idaho) first reported a position in Vista Energy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Vista Energy position peaked at $9.81K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.