Kovitz Investment Group Partners’s Vistra VST Stock Holding History

Kovitz Investment Group Partners’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	$1.57M	Sell	10,475 -334	-3%	-$54.1K	0.04%	258
2025 Q4	$1.74M	Sell	10,809 -9,166	-46%	-$1.67M	0.04%	248
2025 Q3	$3.91M	Sell	19,975 -351	-2%	-$69.5K	0.02%	511
2025 Q2	$3.94M	Sell	20,326 -75,554	-79%	-$11.2M	0.02%	488
2025 Q1	$11.3M	Buy	95,880 +89,855	+1,491%	+$13.4M	0.06%	245
2024 Q4	$831K	Sell	6,025 -769	-11%	-$107K	﹤0.01%	759
2024 Q3	$387K	Sell	6,794 -18,526	-73%	-$1.57M	﹤0.01%	806
2024 Q2	$2.18M	Buy	+25,320	New	+$2.12M	0.02%	422

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's VST Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Vistra (VST) stake by 3.1% in Q1 2026, selling an estimated $54.1K and leaving 10,475 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #258.

Kovitz Investment Group Partners first reported a position in VST in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.3M in Q1 2025. 1,313 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Kovitz Investment Group Partners held 10,475 shares of Vistra worth $1.57M as of Q1 2026.
Kovitz Investment Group Partners sold 334 Vistra shares in Q1 2026, an estimated $54.1K.
Vistra made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #258 holding.
Kovitz Investment Group Partners first reported a position in Vistra in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Vistra position peaked at $11.3M in Q1 2025.
1,313 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.