MWM
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Mission Wealth Management’s Valhi VHI Stock Holding History

Mission Wealth Management’s Portfolio VHI Stock Details VHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,446
Closed -$228K – 763
2025
Q3 		$228K Buy
+14,446
New +$242K ﹤0.01% 647

Other funds holding VHI

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Mission Wealth Management's VHI Position: Q4 2025 in Review

Mission Wealth Management sold out of Valhi (VHI) in Q4 2025, closing a stake of 14,446 shares — an estimated $228K sold.

Mission Wealth Management first reported a position in VHI in Q3 2025 and held it in 1 quarter. The position peaked at $228K in Q3 2025. 63 funds tracked by Wall St. Rank hold VHI as of Q4 2025.

  • Mission Wealth Management reported no remaining Valhi position as of Q4 2025 after selling out during the quarter.
  • Mission Wealth Management sold 14,446 Valhi shares in Q4 2025, an estimated $228K.
  • Mission Wealth Management first reported a position in Valhi in Q3 2025 and held it in 1 quarter.
  • Mission Wealth Management's Valhi position peaked at $228K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Valhi as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.