PL
VIST icon

Perpetual Ltd’s Vista Energy VIST Stock Holding History

Perpetual Ltd’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 		$664K Sell
10,400
-10,100
-49% -$711K 0.01% 279
2026
Q1 		$1.55M Sell
20,500
-6,500
-24% -$379K 0.02% 183
2025
Q4 		$1.31M Sell
27,000
-9,722
-26% -$439K 0.02% 210
2025
Q3 		$1.26M Buy
+36,722
New +$1.52M 0.02% 226

Other funds holding VIST

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return