Mission Wealth Management’s Vistra VST Stock Holding History

Mission Wealth Management’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	-6,639	Closed	-$1.3M	–	764
2025 Q3	$1.3M	Buy	6,639 +5	+0.1%	+$991	0.03%	284
2025 Q2	$1.29M	Buy	+6,634	New	+$982K	0.03%	283
2024 Q4	–	Sell	-2,911	Closed	-$345K	–	726
2024 Q3	$345K	Sell	2,911 -130	-4%	-$11K	0.01%	522
2024 Q2	$261K	Buy	+3,041	New	+$254K	0.01%	559

Other funds holding VST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mission Wealth Management's VST Position: Q4 2025 in Review

Mission Wealth Management sold out of Vistra (VST) in Q4 2025, closing a stake of 6,639 shares — an estimated $1.3M sold.

Mission Wealth Management first reported a position in VST in Q2 2024 and held it in 4 quarters. The position peaked at $1.3M in Q3 2025. 1,336 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Mission Wealth Management reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Mission Wealth Management sold 6,639 Vistra shares in Q4 2025, an estimated $1.3M.
Mission Wealth Management first reported a position in Vistra in Q2 2024 and held it in 4 quarters.
Mission Wealth Management's Vistra position peaked at $1.3M in Q3 2025.
1,336 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Mission Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.