Estate Planners Group’s Vistra VST Stock Holding History

Estate Planners Group’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	–	Sell	-46	Closed	-$7.42K	–	408
2025 Q4	$7.42K	Buy	+46	New	+$8.38K	﹤0.01%	307

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Estate Planners Group's VST Position: Q1 2026 in Review

Estate Planners Group sold out of Vistra (VST) in Q1 2026, closing a stake of 46 shares — an estimated $7.42K sold.

Estate Planners Group first reported a position in VST in Q4 2025 and held it in 1 quarter. The position peaked at $7.42K in Q4 2025. 1,320 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Estate Planners Group reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 46 Vistra shares in Q1 2026, an estimated $7.42K.
Estate Planners Group first reported a position in Vistra in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Vistra position peaked at $7.42K in Q4 2025.
1,320 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.