FDW
VST icon

Fourth Dimension Wealth’s Vistra VST Stock Holding History

Fourth Dimension Wealth’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 		$156K Buy
1,037
+263
+34% +$42.6K 0.06% 151
2025
Q4 		$125K Sell
774
-12
-2% -$2.19K 0.05% 164
2025
Q3 		$154K Buy
786
+1
+0.1% +$198 0.06% 147
2025
Q2 		$152K Buy
785
+424
+117% +$62.7K 0.06% 148
2025
Q1 		$42.4K Sell
361
-260
-42% -$38.8K 0.02% 233
2024
Q4 		$85.6K Buy
+621
New +$86.2K 0.04% 170

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

Fourth Dimension Wealth's VST Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Vistra (VST) stake by 34% in Q1 2026, buying an estimated $42.6K and bringing the position to 1,037 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #151.

Fourth Dimension Wealth first reported a position in VST in Q4 2024 and has held it in 6 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Fourth Dimension Wealth held 1,037 shares of Vistra worth $156K as of Q1 2026.
  • Fourth Dimension Wealth bought 263 Vistra shares in Q1 2026, an estimated $42.6K.
  • Vistra made up 0.06% of Fourth Dimension Wealth's portfolio in Q1 2026, its #151 holding.
  • Fourth Dimension Wealth first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.