Journey Strategic Wealth’s Vistra VST Stock Holding History

Journey Strategic 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
2026 Q1	$381K	Buy	2,532 +223	+10%	+$36.1K	0.01%	433
2025 Q4	$373K	Sell	2,309 -120	-5%	-$21.9K	0.01%	406
2025 Q3	$476K	Buy	2,429 +5	+0.2%	+$991	0.01%	311
2025 Q2	$470K	Sell	2,424 -240	-9%	-$35.5K	0.02%	305
2025 Q1	$313K	Buy	2,664 +165	+7%	+$24.7K	0.01%	325
2024 Q4	$345K	Sell	2,499 -3,130	-56%	-$435K	0.01%	301
2024 Q3	$667K	Buy	5,629 +178	+3%	+$15.1K	0.02%	178
2024 Q2	$469K	Buy	5,451 +451	+9%	+$37.7K	0.02%	171
2024 Q1	$348K	Buy	+5,000	New	+$247K	0.02%	161

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

Journey Strategic Wealth's VST Position: Q1 2026 in Review

Journey Strategic Wealth increased its Vistra (VST) stake by 9.7% in Q1 2026, buying an estimated $36.1K and bringing the position to 2,532 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #433.

Journey Strategic Wealth first reported a position in VST in Q1 2024 and has held it in 9 quarters since. The position peaked at $667K in Q3 2024. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Journey Strategic Wealth held 2,532 shares of Vistra worth $381K as of Q1 2026.
Journey Strategic Wealth bought 223 Vistra shares in Q1 2026, an estimated $36.1K.
Vistra made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #433 holding.
Journey Strategic Wealth first reported a position in Vistra in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's Vistra position peaked at $667K in Q3 2024.
1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.