Maia Wealth’s Vistra VST Stock Holding History

Maia Wealth’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
2025 Q4	–	Sell	-1,476	Closed	-$278K	–	369
2025 Q3	$278K	Sell	1,476 -10	-0.7%	-$1.98K	0.05%	289
2025 Q2	$288K	Buy	+1,486	New	+$220K	0.05%	261
2025 Q1	–	Sell	-2,528	Closed	-$347K	–	352
2024 Q4	$347K	Buy	+2,528	New	+$351K	0.07%	206

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Maia Wealth's VST Position: Q4 2025 in Review

Maia Wealth sold out of Vistra (VST) in Q4 2025, closing a stake of 1,476 shares — an estimated $278K sold.

Maia Wealth first reported a position in VST in Q4 2024 and held it in 3 quarters. The position peaked at $347K in Q4 2024. 1,341 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Maia Wealth reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Maia Wealth sold 1,476 Vistra shares in Q4 2025, an estimated $278K.
Maia Wealth first reported a position in Vistra in Q4 2024 and held it in 3 quarters.
Maia Wealth's Vistra position peaked at $347K in Q4 2024.
1,341 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.