Cedar Mountain Advisors
VST icon

Cedar Mountain Advisors’s Vistra VST Stock Holding History

Cedar Mountain Advisors’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
Q3 		$6.23K Hold
45
– – ﹤0.01% 590
2026
Q2 		$7.14K Hold
45
– – ﹤0.01% 589
2026
Q1 		$6.76K Buy
+45
New +$7.28K ﹤0.01% 561

Other funds holding VST

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cedar Mountain Advisors's VST Position: Q3 2026 in Review

Cedar Mountain Advisors held its Vistra (VST) position steady in Q3 2026 at 45 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Cedar Mountain Advisors first reported a position in VST in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.14K in Q2 2026. 1,138 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Cedar Mountain Advisors held 45 shares of Vistra worth $6.23K as of Q3 2026.
  • Cedar Mountain Advisors left its Vistra share count unchanged in Q3 2026.
  • Vistra made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #590 holding.
  • Cedar Mountain Advisors first reported a position in Vistra in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Vistra position peaked at $7.14K in Q2 2026.
  • 1,138 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.