Avestar Capital’s Vistra VST Stock Holding History

Avestar Capital’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	–	Sell	-1,000	Closed	-$161K	–	557
2025 Q4	$161K	Sell	1,000 -2,300	-70%	-$419K	0.01%	461
2025 Q3	$647K	Buy	3,300 +2,300	+230%	+$456K	0.04%	287
2025 Q2	$194K	Sell	1,000 -800	-44%	-$118K	0.01%	469
2025 Q1	$211K	Buy	1,800 +1,000	+125%	+$149K	0.02%	446
2024 Q4	$110K	Buy	+800	New	+$111K	0.01%	504

Other funds holding VST

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avestar Capital's VST Position: Q1 2026 in Review

Avestar Capital reduced its Vistra (VST) stake by 56% in Q1 2026, selling an estimated $203K and leaving 968 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #491.

Avestar Capital first reported a position in VST in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2021. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Avestar Capital held 968 shares of Vistra worth $146K as of Q1 2026.
Avestar Capital sold 1,255 Vistra shares in Q1 2026, an estimated $203K.
Vistra made up 0.01% of Avestar Capital's portfolio in Q1 2026, its #491 holding.
Avestar Capital first reported a position in Vistra in Q1 2018 and has held it in 18 quarters since.
Avestar Capital's Vistra position peaked at $1.08M in Q4 2021.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.