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Atria Investments’s Vistra VST Stock Holding History

Atria Investments’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 		$1.87M Sell
12,457
-6,988
-36% -$1.13M 0.02% 740
2025
Q4 		$3.14M Sell
19,445
-4,584
-19% -$835K 0.04% 547
2025
Q3 		$4.71M Buy
24,029
+7,690
+47% +$1.52M 0.05% 410
2025
Q2 		$3.17M Buy
16,339
+177
+1% +$26.2K 0.04% 548
2025
Q1 		$1.9M Sell
16,162
-3,081
-16% -$460K 0.02% 728
2024
Q4 		$2.65M Sell
19,243
-3,838
-17% -$533K 0.03% 574
2024
Q3 		$2.74M Sell
23,081
-4,690
-17% -$398K 0.03% 565
2024
Q2 		$2.39M Buy
27,771
+3,715
+15% +$311K 0.03% 587
2024
Q1 		$1.68M Buy
+24,056
New +$1.19M 0.02% 730

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

Atria Investments's VST Position: Q1 2026 in Review

Atria Investments reduced its Vistra (VST) stake by 36% in Q1 2026, selling an estimated $1.13M and leaving 12,457 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #740.

Atria Investments first reported a position in VST in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.71M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Atria Investments held 12,457 shares of Vistra worth $1.87M as of Q1 2026.
  • Atria Investments sold 6,988 Vistra shares in Q1 2026, an estimated $1.13M.
  • Vistra made up 0.02% of Atria Investments's portfolio in Q1 2026, its #740 holding.
  • Atria Investments first reported a position in Vistra in Q1 2024 and has held it in 9 quarters since.
  • Atria Investments's Vistra position peaked at $4.71M in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.