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True Wealth Design’s Vista Energy VIST Stock Holding History

True Wealth Design’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 		$575 Buy
+9
New +$634 ﹤0.01% 2160
2025
Q4 		– Sell
-5
Closed -$172 – 2832
2025
Q3 		$172 Sell
5
-4
-44% -$165 ﹤0.01% 2340
2025
Q2 		$431 Hold
9
– – ﹤0.01% 1805
2025
Q1 		$420 Hold
9
– – ﹤0.01% 1617
2024
Q4 		$487 Buy
9
+5
+125% +$258 ﹤0.01% 1097
2024
Q3 		$177 Buy
+4
New +$188 ﹤0.01% 1202

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

True Wealth Design's VIST Position: Q2 2026 in Review

True Wealth Design opened a new position in Vista Energy (VIST) in Q2 2026: 9 shares worth $575. The stake represents ﹤0.01% of the portfolio and ranks #2160 among its holdings. This is a return to the name: True Wealth Design previously reported a position in VIST as recently as Q3 2025.

True Wealth Design first reported a position in VIST in Q3 2024 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold VIST as of Q2 2026.

  • True Wealth Design held 9 shares of Vista Energy worth $575 as of Q2 2026.
  • Vista Energy was a new True Wealth Design position in Q2 2026.
  • Vista Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2160 holding.
  • True Wealth Design first reported a position in Vista Energy in Q3 2024 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Vista Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.