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Forum Financial Management’s Vistra VST Stock Holding History

Forum Financial 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 		– Sell
-5,000
Closed -$807K – 980
2025
Q4 		$807K Sell
5,000
-1,076
-18% -$196K 0.01% 304
2025
Q3 		$1.19M Sell
6,076
-6
-0.1% -$1.19K 0.02% 207
2025
Q2 		$1.18M Sell
6,082
-5,479
-47% -$811K 0.02% 188
2025
Q1 		$1.36M Buy
11,561
+7
+0.1% +$1.05K 0.02% 168
2024
Q4 		$1.59M Buy
11,554
+27
+0.2% +$3.75K 0.03% 147
2024
Q3 		$1.37M Buy
11,527
+80
+0.7% +$6.79K 0.02% 144
2024
Q2 		$984K Buy
11,447
+50
+0.4% +$4.18K 0.02% 181
2024
Q1 		$794K Buy
11,397
+16
+0.1% +$791 0.01% 226
2023
Q4 		$438K Hold
11,381
– – 0.01% 326
2023
Q3 		$378K Hold
11,381
– – 0.01% 353
2023
Q2 		$299K Hold
11,381
– – 0.01% 432
2023
Q1 		$273K Buy
11,381
+116
+1% +$2.69K 0.01% 436
2022
Q4 		$261K Sell
11,265
-745
-6% -$17.2K 0.01% 435
2022
Q3 		$252K Hold
12,010
– – 0.01% 406
2022
Q2 		$274K Buy
12,010
+746
+7% +$18.4K 0.01% 384
2022
Q1 		$261K Hold
11,264
– – 0.01% 464
2021
Q4 		$256K Buy
+11,264
New +$226K 0.01% 492

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forum Financial Management's VST Position: Q1 2026 in Review

Forum Financial Management sold out of Vistra (VST) in Q1 2026, closing a stake of 5,000 shares — an estimated $807K sold.

Forum Financial Management first reported a position in VST in Q4 2021 and held it in 17 quarters. The position peaked at $1.59M in Q4 2024. 1,316 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Forum Financial Management reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,000 Vistra shares in Q1 2026, an estimated $807K.
  • Forum Financial Management first reported a position in Vistra in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Vistra position peaked at $1.59M in Q4 2024.
  • 1,316 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.