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	$1.03M	Hold	6,500	–	–	﹤0.01%	1076
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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.