3Chopt Investment Partners’s Vistra VST Stock Holding History

3Chopt Investment Partners’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.8M	Sell	36,553 -753	-2%	-$117K	1.09%	18
2026 Q1	$5.61M	Sell	37,306 -1,260	-3%	-$204K	1.28%	13
2025 Q4	$6.22M	Sell	38,566 -3,185	-8%	-$580K	1.39%	12
2025 Q3	$8.18M	Sell	41,751 -1,802	-4%	-$357K	1.86%	9
2025 Q2	$8.44M	Sell	43,553 -2,051	-4%	-$303K	2.03%	6
2025 Q1	$5.36M	Sell	45,604 -1,964	-4%	-$293K	1.4%	11
2024 Q4	$6.56M	Sell	47,568 -3,641	-7%	-$506K	2.25%	8
2024 Q3	$6.07M	Sell	51,209 -450	-0.9%	-$38.2K	2.17%	8
2024 Q2	$4.44M	Sell	51,659 -5,343	-9%	-$447K	1.36%	11
2024 Q1	$3.97M	Buy	57,002 +2,033	+4%	+$101K	1.63%	13
2023 Q4	$2.12M	Buy	54,969 +32,276	+142%	+$1.12M	0.78%	37
2023 Q3	$753K	Buy	+22,693	New	+$681K	0.44%	50

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

3Chopt Investment Partners's VST Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Vistra (VST) stake by 2% in Q2 2026, selling an estimated $117K and leaving 36,553 shares worth $5.8M. The position accounts for 1.09% of the portfolio, ranked #18.

3Chopt Investment Partners first reported a position in VST in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.44M in Q2 2025. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

3Chopt Investment Partners held 36,553 shares of Vistra worth $5.8M as of Q2 2026.
3Chopt Investment Partners sold 753 Vistra shares in Q2 2026, an estimated $117K.
Vistra made up 1.09% of 3Chopt Investment Partners's portfolio in Q2 2026, its #18 holding.
3Chopt Investment Partners first reported a position in Vistra in Q3 2023 and has held it in 12 quarters since.
3Chopt Investment Partners's Vistra position peaked at $8.44M in Q2 2025.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.