Stephenson & Company
MIST icon

Stephenson & Company’s Milestone Pharmaceuticals MIST Stock Holding History

Stephenson & Company’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
Q3 		$17.3K Hold
20,000
– – 0.01% 59
2026
Q2 		$26.8K Hold
20,000
– – 0.01% 50
2026
Q1 		$23.8K Hold
20,000
– – 0.01% 43
2025
Q4 		$40.4K Hold
20,000
– – 0.02% 45
2025
Q3 		$40K Buy
+20,000
New +$35.2K 0.02% 43

Other funds holding MIST

Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
October Effect
October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Taylor Financial Group
Taylor Financial Group Roanoke, Virginia $183M AUM 11.95% 1-Year Est. Return

Stephenson & Company's MIST Position: Q3 2026 in Review

Stephenson & Company held its Milestone Pharmaceuticals (MIST) position steady in Q3 2026 at 20,000 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #59.

Stephenson & Company first reported a position in MIST in Q3 2025 and has held it in 5 quarters since. The position peaked at $40.4K in Q4 2025. 25 funds tracked by Wall St. Rank hold MIST as of Q3 2026.

  • Stephenson & Company held 20,000 shares of Milestone Pharmaceuticals worth $17.3K as of Q3 2026.
  • Stephenson & Company left its Milestone Pharmaceuticals share count unchanged in Q3 2026.
  • Milestone Pharmaceuticals made up 0.01% of Stephenson & Company's portfolio in Q3 2026, its #59 holding.
  • Stephenson & Company first reported a position in Milestone Pharmaceuticals in Q3 2025 and has held it in 5 quarters since.
  • Stephenson & Company's Milestone Pharmaceuticals position peaked at $40.4K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Milestone Pharmaceuticals as of Q3 2026.

Based on Stephenson & Company's 13F filing for Q3 2026, filed 30 Oct 2026.