Vista Investment Management Sells in Q2 2025

Vista Investment Management

  • $254 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-48
- 1.01%
$390.26 - $489.06 $18.7K - $23.5K
4.73K $1.92M
MRK
Merck & Co., Inc.

Healthcare
-4.08K
- 40.43%
$73.47 - $87.12 $299K - $355K
6.01K $475K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-19.5K
- 4.84%
$20.16 - $20.49 $394K - $400K
384K $7.87M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
-1.29K
- 2.05%
$49.85 - $59.52 $64.5K - $77K
61.8K $3.24M
STZ
Constellation Brands, Inc.

Consumer Defensive
-191
- 1.67%
$160.0 - $195.62 $30.6K - $37.4K
11.3K $1.83M
AAPL
Apple Inc.

Technology
-340
- 3.11%
$172.42 - $223.89 $58.6K - $76.1K
10.6K $2.17M
CVX
Chevron Corp

Energy
-328
- 4.57%
$133.73 - $168.51 $43.9K - $55.3K
6.86K $981K
PEP
Pepsico Inc

Consumer Defensive
-90
- 0.77%
$128.02 - $151.37 $11.5K - $13.6K
11.5K $1.52M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.69K
- 47.46%
$119.13 - $135.03 $202K - $229K
1.88K $231K
LOW
Lowes Companies Inc

Consumer Cyclical
-266
- 2.26%
$210.83 - $235.28 $56.1K - $62.6K
11.5K $2.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.55K
- 2.19%
$77.94 - $79.5 $198K - $202K
114K $9.03M
COP
Conocophillips

Energy
-84
- 1.0%
$82.66 - $106.1 $6.94K - $8.91K
8.28K $743K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.78K
- 20.87%
$69.8 - $85.28 $125K - $152K
6.76K $560K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-93
- 5.13%
$483.48 - $539.8 $45K - $50.2K
1.72K $835K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.83K
- 3.79%
$19.49 - $19.66 $133K - $134K
173K $3.41M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.42K
- 26.83%
$60.34 - $74.89 $146K - $181K
6.59K $493K
AMGN
Amgen Inc

Healthcare
-8
- 0.23%
$262.28 - $309.85 $2.1K - $2.48K
3.51K $980K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-40
- 2.42%
$421.16 - $509.5 $16.8K - $20.4K
1.61K $718K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-743
- 1.51%
$91.43 - $91.74 $67.9K - $68.2K
48.4K $4.44M
NVO
Novo Nordisk A S

Healthcare
-769
- 4.79%
$58.08 - $81.05 $44.7K - $62.3K
15.3K $1.06M
COLB
Columbia Banking System, Inc.

Financial Services
-626
- 2.46%
$20.71 - $25.63 $13K - $16K
24.8K $579K
JNJ
Johnson & Johnson

Healthcare
-146
- 8.63%
$146.36 - $159.82 $21.4K - $23.3K
1.55K $235K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-419
- 9.44%
$152.93 - $181.74 $64.1K - $76.1K
4.02K $730K
FCN
Fti Consulting, Inc

Industrials
-174
- 5.91%
$152.87 - $168.51 $26.6K - $29.3K
2.77K $447K
KBH
Kb Home

Consumer Cyclical
-155
- 3.04%
$50.15 - $58.93 $7.77K - $9.13K
4.94K $261K
VTR
Ventas, Inc.

Real Estate
-31
- 0.58%
$62.45 - $70.08 $1.94K - $2.17K
5.28K $333K
TM
Toyota Motor Corp

Consumer Cyclical
-125
- 5.79%
$158.63 - $195.39 $19.8K - $24.4K
2.04K $350K
CRM
Salesforce, Inc.

Technology
-139
- 6.18%
$236.26 - $291.15 $32.8K - $40.5K
2.11K $575K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-749
- 1.96%
$49.79 - $50.59 $37.3K - $37.9K
37.5K $1.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-23
- 1.56%
$248.61 - $294.96 $5.72K - $6.78K
1.46K $410K
ABT
Abbott Laboratories

Healthcare
-350
- 4.69%
$123.95 - $138.08 $43.4K - $48.3K
7.11K $967K
WPC
W. P. Carey Inc.

Real Estate
-83
- 0.6%
$56.12 - $64.53 $4.66K - $5.36K
13.7K $854K
ADBE
Adobe Inc.

Technology
-43
- 4.97%
$340.0 - $420.68 $14.6K - $18.1K
822 $318K
FISV
Fiserv Inc

Technology
-100
- 3.52%
N/A
2.74K $343K
ARCC
Ares Capital Corp

Financial Services
-416
- 3.47%
$18.91 - $22.43 $7.87K - $9.33K
11.6K $254K
VAW
Vanguard Materials ETF

ETFs
-279
- 3.64%
$163.82 - $196.64 $45.7K - $54.9K
7.39K $1.44M
MUB
Ishares National Muni Bond ETF

ETFs
-30
- 1.19%
$102.31 - $105.8 $3.07K - $3.17K
2.49K $260K
TOWN
Towne Bank (Va)

Financial Services
-46
- 0.24%
$30.4 - $35.29 $1.4K - $1.62K
18.9K $647K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-27
- 0.21%
N/A
12.9K $0
Te Connectivity PLC
-115
- 0.9%
N/A
12.6K $0
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.07%
N/A
3.03K $551K
Labcorp Holdings Inc
-14
- 0.36%
N/A
3.87K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-81
- 0.25%
N/A
31.7K $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-30
- 0.71%
$51.1 - $53.29 $1.53K - $1.6K
4.22K $224K
FNB
Fnb Corp

Financial Services
-1.66K
- 7.27%
$11.48 - $14.58 $19.1K - $24.3K
21.2K $309K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-174
- 0.16%
$29.82 - $30.19 $5.19K - $5.25K
107K $3.23M
XLF
Financial Sector Spdr

ETFs
-20
- 0.29%
$43.92 - $52.37 $878 - $1.05K
6.96K $364K
LHX
L3 Harris Technologies, Inc.

Industrials
-81
- 7.11%
$200.21 - $256.99 $16.2K - $20.8K
1.06K $265K
IEFA
Ishares Tr

ETFs
-20
- 0.46%
$67.83 - $84.09 $1.36K - $1.68K
4.35K $363K
Activity Summary
Buys All Purchases 58 New Holdings 2 Increased Positions 56 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 2 Puts 0
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