Galvin Gaustad & Stein’s Vistra VST Stock Holding History

Galvin Gaustad & Stein’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 Q1	–	Sell	-2,077	Closed	-$286K	–	190
2024 Q4	$286K	Buy	2,077 +73	+4%	+$10.1K	0.03%	162
2024 Q3	$238K	Buy	+2,004	New	+$170K	0.02%	170

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPC

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Galvin Gaustad & Stein's VST Position: Q1 2025 in Review

Galvin Gaustad & Stein sold out of Vistra (VST) in Q1 2025, closing a stake of 2,077 shares — an estimated $286K sold.

Galvin Gaustad & Stein first reported a position in VST in Q3 2024 and held it in 2 quarters. The position peaked at $286K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold VST as of Q1 2025.

Galvin Gaustad & Stein reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
Galvin Gaustad & Stein sold 2,077 Vistra shares in Q1 2025, an estimated $286K.
Galvin Gaustad & Stein first reported a position in Vistra in Q3 2024 and held it in 2 quarters.
Galvin Gaustad & Stein's Vistra position peaked at $286K in Q4 2024.
1,119 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2025, filed 7 May 2025.