KWM
VST icon

Kingsview Wealth Management’s Vistra VST Stock Holding History

Kingsview 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 		$723K Sell
4,809
-5,724
-54% -$926K 0.01% 776
2025
Q4 		$1.7M Sell
10,533
-2,005
-16% -$365K 0.02% 507
2025
Q3 		$2.46M Sell
12,538
-4,250
-25% -$842K 0.04% 417
2025
Q2 		$3.25M Buy
16,788
+6,888
+70% +$1.02M 0.06% 327
2025
Q1 		$1.16M Buy
9,900
+6,422
+185% +$959K 0.02% 508
2024
Q4 		$479K Sell
3,478
-12
-0.3% -$1.67K 0.01% 755
2024
Q3 		$414K Buy
3,490
+379
+12% +$32.2K 0.01% 775
2024
Q2 		$267K Sell
3,111
-126
-4% -$10.5K 0.01% 878
2024
Q1 		$225K Buy
+3,237
New +$160K 0.01% 925
2022
Q4 		– Sell
-32,750
Closed -$688K – 909
2022
Q3 		$688K Buy
+32,750
New +$792K 0.03% 423

Other funds holding VST

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return