Simplify Asset Management’s Milestone Pharmaceuticals MIST Stock Holding History

Simplify Asset Management’s Portfolio MIST Stock Details MIST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.49M	Buy	3,349,379 +1,842,974	+122%	+$2.95M	0.06%	44
2026 Q1	$1.79M	Hold	1,506,405	–	–	0.03%	55
2025 Q4	$3.04M	Sell	1,506,405 -1,326,569	-47%	-$2.86M	0.05%	48
2025 Q3	$5.67M	Buy	2,832,974 +1,842,974	+186%	+$3.24M	0.1%	31
2025 Q2	$1.92M	Buy	990,000 +140,000	+16%	+$187K	0.1%	41
2025 Q1	$680K	Buy	+850,000	New	+$1.69M	0.03%	71

Other funds holding MIST

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BRG

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Simplify Asset Management's MIST Position: Q2 2026 in Review

Simplify Asset Management increased its Milestone Pharmaceuticals (MIST) stake by 122% in Q2 2026, buying an estimated $2.95M and bringing the position to 3,349,379 shares worth $4.49M. The position accounts for 0.06% of the portfolio, ranked #44.

Simplify Asset Management first reported a position in MIST in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.67M in Q3 2025. 5 funds tracked by Wall St. Rank hold MIST as of Q2 2026.

Simplify Asset Management held 3,349,379 shares of Milestone Pharmaceuticals worth $4.49M as of Q2 2026.
Simplify Asset Management bought 1,842,974 Milestone Pharmaceuticals shares in Q2 2026, an estimated $2.95M.
Milestone Pharmaceuticals made up 0.06% of Simplify Asset Management's portfolio in Q2 2026, its #44 holding.
Simplify Asset Management first reported a position in Milestone Pharmaceuticals in Q1 2025 and has held it in 6 quarters since.
Simplify Asset Management's Milestone Pharmaceuticals position peaked at $5.67M in Q3 2025.
5 funds tracked by Wall St. Rank held Milestone Pharmaceuticals as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.