Lido Advisors
VST icon

Lido Advisors’s Vistra VST Stock Holding History

Lido Advisors’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
Q2 		$4.15M Sell
26,136
-2,851
-10% -$442K 0.01% 547
2026
Q1 		$4.36M Buy
28,987
+2,199
+8% +$356K 0.01% 481
2025
Q4 		$5M Buy
26,788
+545
+2% +$99.3K 0.01% 465
2025
Q3 		$5.14M Buy
26,243
+284
+1% +$56.3K 0.02% 440
2025
Q2 		$5.03M Buy
25,959
+8,382
+48% +$1.24M 0.02% 371
2025
Q1 		$2.06M Buy
17,577
+1,745
+11% +$261K 0.01% 536
2024
Q4 		$2.18M Buy
15,832
+577
+4% +$80.1K 0.01% 500
2024
Q3 		$1.81M Buy
+15,255
New +$1.29M 0.01% 497

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lido Advisors's VST Position: Q2 2026 in Review

Lido Advisors reduced its Vistra (VST) stake by 9.8% in Q2 2026, selling an estimated $442K and leaving 26,136 shares worth $4.15M. The position accounts for 0.01% of the portfolio, ranked #547.

Lido Advisors first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.14M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Lido Advisors held 26,136 shares of Vistra worth $4.15M as of Q2 2026.
  • Lido Advisors sold 2,851 Vistra shares in Q2 2026, an estimated $442K.
  • Vistra made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #547 holding.
  • Lido Advisors first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • Lido Advisors's Vistra position peaked at $5.14M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.