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Bartlett & Co Wealth Management’s Vistra VST Stock Holding History

Bartlett & Co 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 		$8.04K Buy
50
+34
+213% +$5.5K ﹤0.01% 953
2025
Q4 		$2.58K Sell
16
-28
-64% -$5.1K ﹤0.01% 1104
2025
Q3 		$8.62K Buy
+44
New +$8.72K ﹤0.01% 936
2021
Q1 		– Sell
-166
Closed -$3.26K – 1201
2020
Q4 		$3.26K Buy
+166
New +$3.09K ﹤0.01% 847

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

Bartlett & Co Wealth Management's VST Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Vistra (VST) stake by 213% in Q1 2026, buying an estimated $5.5K and bringing the position to 50 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Bartlett & Co Wealth Management first reported a position in VST in Q4 2020 and has held it in 4 quarters since. The position peaked at $8.62K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Bartlett & Co Wealth Management held 50 shares of Vistra worth $8.04K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 34 Vistra shares in Q1 2026, an estimated $5.5K.
  • Vistra made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #953 holding.
  • Bartlett & Co Wealth Management first reported a position in Vistra in Q4 2020 and has held it in 4 quarters since.
  • Bartlett & Co Wealth Management's Vistra position peaked at $8.62K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.