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Medallion Wealth Advisors’s Vistra VST Stock Holding History

Medallion 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
2026
Q1 		$3.91K Hold
26
– – ﹤0.01% 919
2025
Q4 		$4.2K Hold
26
– – ﹤0.01% 891
2025
Q3 		$5.09K Hold
26
– – ﹤0.01% 859
2025
Q2 		$4.81K Hold
26
– – ﹤0.01% 840
2025
Q1 		$3.18K Buy
+26
New +$3.88K ﹤0.01% 855

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

Medallion Wealth Advisors's VST Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vistra (VST) position steady in Q1 2026 at 26 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Medallion Wealth Advisors first reported a position in VST in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.09K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Medallion Wealth Advisors held 26 shares of Vistra worth $3.91K as of Q1 2026.
  • Medallion Wealth Advisors left its Vistra share count unchanged in Q1 2026.
  • Vistra made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #919 holding.
  • Medallion Wealth Advisors first reported a position in Vistra in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Vistra position peaked at $5.09K in Q3 2025.
  • 1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.