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Herold Advisors’s Vistra VST Stock Holding History

Herold 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
2026
Q1 		$575K Buy
3,823
+948
+33% +$153K 0.13% 161
2025
Q4 		$464K Sell
2,875
-20
-0.7% -$3.64K 0.1% 173
2025
Q3 		$567K Buy
2,895
+94
+3% +$18.6K 0.13% 152
2025
Q2 		$543K Buy
2,801
+221
+9% +$32.7K 0.11% 181
2025
Q1 		$303K Buy
+2,580
New +$385K 0.07% 216

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

Herold Advisors's VST Position: Q1 2026 in Review

Herold Advisors increased its Vistra (VST) stake by 33% in Q1 2026, buying an estimated $153K and bringing the position to 3,823 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #161.

Herold Advisors first reported a position in VST in Q1 2025 and has held it in 5 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Herold Advisors held 3,823 shares of Vistra worth $575K as of Q1 2026.
  • Herold Advisors bought 948 Vistra shares in Q1 2026, an estimated $153K.
  • Vistra made up 0.13% of Herold Advisors's portfolio in Q1 2026, its #161 holding.
  • Herold Advisors first reported a position in Vistra in Q1 2025 and has held it in 5 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.