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IronBridge Private Wealth’s Vistra VST Stock Holding History

IronBridge Private 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
2025
Q2 		– Sell
-1,990
Closed -$234K – 51
2025
Q1 		$234K Hold
1,990
– – 0.09% 48
2024
Q4 		$274K Hold
1,990
– – 0.1% 41
2024
Q3 		$236K Buy
+1,990
New +$169K 0.09% 43

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IronBridge Private Wealth's VST Position: Q2 2025 in Review

IronBridge Private Wealth sold out of Vistra (VST) in Q2 2025, closing a stake of 1,990 shares — an estimated $234K sold.

IronBridge Private Wealth first reported a position in VST in Q3 2024 and held it in 3 quarters. The position peaked at $274K in Q4 2024. 1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

  • IronBridge Private Wealth reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
  • IronBridge Private Wealth sold 1,990 Vistra shares in Q2 2025, an estimated $234K.
  • IronBridge Private Wealth first reported a position in Vistra in Q3 2024 and held it in 3 quarters.
  • IronBridge Private Wealth's Vistra position peaked at $274K in Q4 2024.
  • 1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.