Cornerstone Wealth Management’s Vistra VST Stock Holding History

Cornerstone 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
2025 Q4	–	Sell	-1,042	Closed	-$204K	–	719
2025 Q3	$204K	Sell	1,042 -58	-5%	-$11.5K	0.01%	648
2025 Q2	$213K	Buy	+1,100	New	+$163K	0.01%	600
2018 Q4	–	Sell	-33,695	Closed	-$1.78M	–	1135
2018 Q3	$1.78M	Sell	33,695 -6,546	-16%	-$151K	0.02%	535
2018 Q2	$1.68M	Buy	+40,241	New	+$925K	0.02%	594

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cornerstone Wealth Management's VST Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of Vistra (VST) in Q4 2025, closing a stake of 1,042 shares — an estimated $204K sold.

Cornerstone Wealth Management first reported a position in VST in Q2 2018 and held it in 4 quarters. The position peaked at $1.78M in Q3 2018. 1,336 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Cornerstone Wealth Management reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 1,042 Vistra shares in Q4 2025, an estimated $204K.
Cornerstone Wealth Management first reported a position in Vistra in Q2 2018 and held it in 4 quarters.
Cornerstone Wealth Management's Vistra position peaked at $1.78M in Q3 2018.
1,336 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.