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
Q1 		$977K Buy
6,500
+2,000
+44% +$324K ﹤0.01% 976
2025
Q4 		$726K Hold
4,500
– – ﹤0.01% 1138
2025
Q3 		$882K Sell
4,500
-700
-13% -$139K ﹤0.01% 1002
2025
Q2 		$1.01M Sell
5,200
-1,000
-16% -$148K ﹤0.01% 847
2025
Q1 		$728K Hold
6,200
– – ﹤0.01% 898
2024
Q4 		$855K Buy
6,200
+3,100
+100% +$430K ﹤0.01% 821
2024
Q3 		$367K Buy
+3,100
New +$263K ﹤0.01% 1077

Other funds holding VST

BlackRock
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
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 $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's VST Position: Q1 2026 in Review

Lido Advisors increased its Vistra (VST) stake by 8.2% in Q1 2026, buying an estimated $356K and bringing the position to 28,987 shares worth $4.36M. The position accounts for 0.01% of the portfolio, ranked #481.

Lido Advisors first reported a position in VST in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.14M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Lido Advisors held 28,987 shares of Vistra worth $4.36M as of Q1 2026.
  • Lido Advisors bought 2,199 Vistra shares in Q1 2026, an estimated $356K.
  • Vistra made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #481 holding.
  • Lido Advisors first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
  • Lido Advisors's Vistra position peaked at $5.14M in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.