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Axxcess Wealth Management’s Vistra VST Stock Holding History

Axxcess Wealth Management’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
-8,898
Closed -$1.44M – 990
2025
Q4 		$1.44M Buy
8,898
+3,523
+66% +$642K 0.02% 440
2025
Q3 		$1.05M Sell
5,375
-723
-12% -$143K 0.02% 433
2025
Q2 		$1.18M Sell
6,098
-2,029
-25% -$300K 0.03% 389
2025
Q1 		$954K Buy
8,127
+919
+13% +$137K 0.03% 406
2024
Q4 		$994K Buy
7,208
+948
+15% +$132K 0.02% 403
2024
Q3 		$742K Buy
+6,260
New +$531K 0.02% 461

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Axxcess Wealth Management's VST Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Vistra (VST) in Q1 2026, closing a stake of 8,898 shares — an estimated $1.44M sold.

Axxcess Wealth Management first reported a position in VST in Q3 2024 and held it in 6 quarters. The position peaked at $1.44M in Q4 2025. 1,320 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,898 Vistra shares in Q1 2026, an estimated $1.44M.
  • Axxcess Wealth Management first reported a position in Vistra in Q3 2024 and held it in 6 quarters.
  • Axxcess Wealth Management's Vistra position peaked at $1.44M in Q4 2025.
  • 1,320 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.