Marshall & Sterling Wealth Advisors’s Vistra VST Stock Holding History

Marshall & Sterling Wealth 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
2025 Q4	–	Sell	-41	Closed	-$8.03K	–	625
2025 Q3	$8.03K	Hold	41	–	–	0.01%	394
2025 Q2	$7.95K	Hold	41	–	–	0.01%	376
2025 Q1	$4.82K	Buy	+41	New	+$6.13K	﹤0.01%	478

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's VST Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vistra (VST) in Q4 2025, closing a stake of 41 shares — an estimated $8.03K sold.

Marshall & Sterling Wealth Advisors first reported a position in VST in Q1 2025 and held it in 3 quarters. The position peaked at $8.03K in Q3 2025. 1,341 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 41 Vistra shares in Q4 2025, an estimated $8.03K.
Marshall & Sterling Wealth Advisors first reported a position in Vistra in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Vistra position peaked at $8.03K in Q3 2025.
1,341 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.