BCH
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Berkshire Capital Holdings’s Vistra VST Stock Holding History

Berkshire Capital Holdings’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 		$1.5K Hold
10
– – ﹤0.01% 64
2025
Q4 		$1.61K Hold
10
– – ﹤0.01% 63
2025
Q3 		$1.96K Hold
10
– – ﹤0.01% 56
2025
Q2 		$1.94K Hold
10
– – ﹤0.01% 58
2025
Q1 		$1.17K Hold
10
– – ﹤0.01% 55
2024
Q4 		$1.38K Hold
10
– – ﹤0.01% 60
2024
Q3 		$1.19K Hold
10
– – ﹤0.01% 60
2024
Q2 		$860 Buy
+10
New +$837 ﹤0.01% 62

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T 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 $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Berkshire Capital Holdings's VST Position: Q1 2026 in Review

Berkshire Capital Holdings held its Vistra (VST) position steady in Q1 2026 at 10 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #64.

Berkshire Capital Holdings first reported a position in VST in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.96K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Berkshire Capital Holdings held 10 shares of Vistra worth $1.5K as of Q1 2026.
  • Berkshire Capital Holdings left its Vistra share count unchanged in Q1 2026.
  • Vistra made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #64 holding.
  • Berkshire Capital Holdings first reported a position in Vistra in Q2 2024 and has held it in 8 quarters since.
  • Berkshire Capital Holdings's Vistra position peaked at $1.96K in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.