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Valeo Financial Advisors’s Milestone Pharmaceuticals MIST Stock Holding History

Valeo Financial Advisors’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 		$175K Hold
130,699
– – ﹤0.01% 777
2026
Q1 		$156K Hold
130,699
– – ﹤0.01% 704
2025
Q4 		$264K Hold
130,699
– – 0.01% 669
2025
Q3 		$261K Hold
130,699
– – 0.01% 657
2025
Q2 		$254K Buy
130,699
+110,699
+553% +$148K 0.01% 635
2025
Q1 		$16K Hold
20,000
– – ﹤0.01% 687
2024
Q4 		$47.2K Hold
20,000
– – ﹤0.01% 720
2024
Q3 		$30.4K Buy
20,000
+10,000
+100% +$14.6K ﹤0.01% 695
2024
Q2 		$13.2K Hold
10,000
– – ﹤0.01% 652
2024
Q1 		$16.6K Hold
10,000
– – ﹤0.01% 644
2023
Q4 		$16.7K Sell
10,000
-110,699
-92% -$300K ﹤0.01% 630
2023
Q3 		$374K Buy
120,699
+2,000
+2% +$6.22K 0.02% 401
2023
Q2 		$338K Buy
118,699
+5,000
+4% +$18.9K 0.02% 404
2023
Q1 		$448K Hold
113,699
– – 0.02% 358
2022
Q4 		$450K Buy
113,699
+38,199
+51% +$201K 0.02% 301
2022
Q3 		$694K Buy
+75,500
New +$573K 0.04% 210

Other funds holding MIST

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
OE
October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SC
Stephenson & Company San Clemente, California $213M AUM 15.03% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Valeo Financial Advisors's MIST Position: Q2 2026 in Review

Valeo Financial Advisors held its Milestone Pharmaceuticals (MIST) position steady in Q2 2026 at 130,699 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Valeo Financial Advisors first reported a position in MIST in Q3 2022 and has held it in 16 quarters since. The position peaked at $694K in Q3 2022. 13 funds tracked by Wall St. Rank hold MIST as of Q2 2026.

  • Valeo Financial Advisors held 130,699 shares of Milestone Pharmaceuticals worth $175K as of Q2 2026.
  • Valeo Financial Advisors left its Milestone Pharmaceuticals share count unchanged in Q2 2026.
  • Milestone Pharmaceuticals made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #777 holding.
  • Valeo Financial Advisors first reported a position in Milestone Pharmaceuticals in Q3 2022 and has held it in 16 quarters since.
  • Valeo Financial Advisors's Milestone Pharmaceuticals position peaked at $694K in Q3 2022.
  • 13 funds tracked by Wall St. Rank held Milestone Pharmaceuticals as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.