Jessup Wealth Management’s Vistra VST Stock Holding History

Jessup Wealth Management’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	–	Sell	-16	Closed	-$2.59K	–	351
2025 Q4	$2.59K	Buy	+16	New	+$2.91K	﹤0.01%	315

Other funds holding VST

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jessup Wealth Management's VST Position: Q1 2026 in Review

Jessup Wealth Management sold out of Vistra (VST) in Q1 2026, closing a stake of 16 shares — an estimated $2.59K sold.

Jessup Wealth Management first reported a position in VST in Q4 2025 and held it in 1 quarter. The position peaked at $2.59K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Jessup Wealth Management reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 16 Vistra shares in Q1 2026, an estimated $2.59K.
Jessup Wealth Management first reported a position in Vistra in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Vistra position peaked at $2.59K in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.