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Atria Wealth Solutions’s Vistra VST Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$663K Sell
3,420
-5,236
-60% -$775K 0.02% 805
2025
Q1 		$1.02M Sell
8,656
-4,443
-34% -$664K 0.01% 888
2024
Q4 		$1.81M Buy
+13,099
New +$1.82M 0.02% 681
2024
Q2 		– Sell
-6,869
Closed -$479K – 2072
2024
Q1 		$479K Buy
+6,869
New +$340K 0.01% 1290
2022
Q2 		– Sell
-13,468
Closed -$313K – 1900
2022
Q1 		$313K Buy
+13,468
New +$299K 0.01% 1295

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's VST Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vistra (VST) stake by 60% in Q2 2025, selling an estimated $775K and leaving 3,420 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #805.

Atria Wealth Solutions first reported a position in VST in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.81M in Q4 2024. 1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

  • Atria Wealth Solutions held 3,420 shares of Vistra worth $663K as of Q2 2025.
  • Atria Wealth Solutions sold 5,236 Vistra shares in Q2 2025, an estimated $775K.
  • Vistra made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #805 holding.
  • Atria Wealth Solutions first reported a position in Vistra in Q1 2022 and has held it in 5 quarters since.
  • Atria Wealth Solutions's Vistra position peaked at $1.81M in Q4 2024.
  • 1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.