AWA
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Arkadios Wealth Advisors’s Vistra VST Stock Holding History

Arkadios Wealth Advisors’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 		$1.37M Buy
9,109
+2,655
+41% +$430K 0.02% 657
2025
Q4 		$1.04M Buy
6,454
+3,571
+124% +$650K 0.02% 678
2025
Q3 		$565K Buy
2,883
+125
+5% +$24.8K 0.01% 883
2025
Q2 		$535K Buy
2,758
+669
+32% +$99K 0.02% 820
2025
Q1 		$245K Sell
2,089
-64
-3% -$9.56K 0.01% 979
2024
Q4 		$297K Sell
2,153
-3,614
-63% -$502K 0.02% 722
2024
Q3 		$684K Buy
+5,767
New +$489K 0.04% 430
2021
Q4 		– Sell
-619
Closed -$10K – 1759
2021
Q3 		$10K Sell
619
-7
-1% -$129 ﹤0.01% 1453
2021
Q2 		$11K Sell
626
-6
-0.9% -$104 ﹤0.01% 1515
2021
Q1 		$11K Buy
632
+9
+1% +$179 ﹤0.01% 1172
2020
Q4 		$12K Sell
623
-7
-1% -$130 ﹤0.01% 916
2020
Q3 		$12K Sell
630
-36
-5% -$679 0.01% 714
2020
Q2 		$12.8K Sell
666
-102
-13% -$1.92K 0.01% 634
2020
Q1 		$12.3K Buy
+768
New +$15.6K 0.01% 593

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

Arkadios Wealth Advisors's VST Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vistra (VST) stake by 41% in Q1 2026, buying an estimated $430K and bringing the position to 9,109 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #657.

Arkadios Wealth Advisors first reported a position in VST in Q1 2020 and has held it in 14 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Arkadios Wealth Advisors held 9,109 shares of Vistra worth $1.37M as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,655 Vistra shares in Q1 2026, an estimated $430K.
  • Vistra made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #657 holding.
  • Arkadios Wealth Advisors first reported a position in Vistra in Q1 2020 and has held it in 14 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.