BIP Wealth’s Vistra VST Stock Holding History

BIP Wealth’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	$355K	Sell	2,363 -15	-0.6%	-$2.43K	0.01%	344
2025 Q4	$384K	Buy	+2,378	New	+$433K	0.01%	331

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

BIP Wealth's VST Position: Q1 2026 in Review

BIP Wealth reduced its Vistra (VST) stake by 0.63% in Q1 2026, selling an estimated $2.43K and leaving 2,363 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #344.

BIP Wealth first reported a position in VST in Q4 2025 and has held it in 2 quarters since. The position peaked at $384K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

BIP Wealth held 2,363 shares of Vistra worth $355K as of Q1 2026.
BIP Wealth sold 15 Vistra shares in Q1 2026, an estimated $2.43K.
Vistra made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #344 holding.
BIP Wealth first reported a position in Vistra in Q4 2025 and has held it in 2 quarters since.
BIP Wealth's Vistra position peaked at $384K in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.