Estate Counselors’s Vistra VST Stock Holding History

Estate Counselors’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 Q2	–	Sell	-21,090	Closed	-$2.48M	–	127
2025 Q1	$2.48M	Buy	21,090 +160	+0.8%	+$23.9K	0.26%	52
2024 Q4	$2.89M	Hold	20,930	–	–	0.31%	41
2024 Q3	$2.48M	Sell	20,930 -12,750	-38%	-$1.08M	0.26%	34
2024 Q2	$2.9M	Sell	33,680 -200	-0.6%	-$16.7K	0.32%	32
2024 Q1	$2.36M	Buy	+33,880	New	+$1.68M	0.27%	37

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPC

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

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

Norges Bank Oslo, Norway $935B AUM

Estate Counselors's VST Position: Q2 2025 in Review

Estate Counselors sold out of Vistra (VST) in Q2 2025, closing a stake of 21,090 shares — an estimated $2.48M sold.

Estate Counselors first reported a position in VST in Q1 2024 and held it in 5 quarters. The position peaked at $2.9M in Q2 2024. 1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

Estate Counselors reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
Estate Counselors sold 21,090 Vistra shares in Q2 2025, an estimated $2.48M.
Estate Counselors first reported a position in Vistra in Q1 2024 and held it in 5 quarters.
Estate Counselors's Vistra position peaked at $2.9M in Q2 2024.
1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.