Goldstein Advisors’s Vistra VST Stock Holding History

Goldstein Advisors’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 Q4	–	Sell	-1,509	Closed	-$296K	–	234
2025 Q3	$296K	Sell	1,509 -401	-21%	-$79.5K	0.04%	147
2025 Q2	$370K	Buy	+1,910	New	+$283K	0.05%	114

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

Goldstein Advisors's VST Position: Q4 2025 in Review

Goldstein Advisors sold out of Vistra (VST) in Q4 2025, closing a stake of 1,509 shares — an estimated $296K sold.

Goldstein Advisors first reported a position in VST in Q2 2025 and held it in 2 quarters. The position peaked at $370K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Goldstein Advisors reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Goldstein Advisors sold 1,509 Vistra shares in Q4 2025, an estimated $296K.
Goldstein Advisors first reported a position in Vistra in Q2 2025 and held it in 2 quarters.
Goldstein Advisors's Vistra position peaked at $370K in Q2 2025.
1,339 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Goldstein Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.