EWM
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Evolution Wealth Management’s Vistra VST Stock Holding History

Evolution 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
2026
Q1 		$2.25K Buy
15
+5
+50% +$809 ﹤0.01% 725
2025
Q4 		$1.61K Buy
+10
New +$1.82K ﹤0.01% 655

Other funds holding VST

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Management's VST Position: Q1 2026 in Review

Evolution Wealth Management increased its Vistra (VST) stake by 50% in Q1 2026, buying an estimated $809 and bringing the position to 15 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Evolution Wealth Management first reported a position in VST in Q4 2025 and has held it in 2 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Evolution Wealth Management held 15 shares of Vistra worth $2.25K as of Q1 2026.
  • Evolution Wealth Management bought 5 Vistra shares in Q1 2026, an estimated $809.
  • Vistra made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #725 holding.
  • Evolution Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 2 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

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