AO
VST icon

Advisor OS’s Vistra VST Stock Holding History

Advisor OS’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
Q1 		$265K Buy
1,762
+204
+13% +$33K 0.02% 463
2025
Q4 		$251K Buy
1,558
+60
+4% +$10.9K 0.02% 419
2025
Q3 		$294K Buy
1,498
+71
+5% +$14.1K 0.03% 369
2025
Q2 		$277K Buy
+1,427
New +$211K 0.03% 369
2024
Q4 		– Sell
-3,851
Closed -$456K – 456
2024
Q3 		$456K Buy
3,851
+390
+11% +$33.1K 0.05% 261
2024
Q2 		$298K Sell
3,461
-201
-5% -$16.8K 0.03% 306
2024
Q1 		$255K Buy
+3,662
New +$181K 0.03% 335

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor OS's VST Position: Q1 2026 in Review

Advisor OS increased its Vistra (VST) stake by 13% in Q1 2026, buying an estimated $33K and bringing the position to 1,762 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #463.

Advisor OS first reported a position in VST in Q1 2024 and has held it in 7 quarters since. The position peaked at $456K in Q3 2024. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Advisor OS held 1,762 shares of Vistra worth $265K as of Q1 2026.
  • Advisor OS bought 204 Vistra shares in Q1 2026, an estimated $33K.
  • Vistra made up 0.02% of Advisor OS's portfolio in Q1 2026, its #463 holding.
  • Advisor OS first reported a position in Vistra in Q1 2024 and has held it in 7 quarters since.
  • Advisor OS's Vistra position peaked at $456K in Q3 2024.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.