Polen Capital Management’s Vistra VST Stock Holding History

Polen Capital 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	-2,727	Closed	-$534K	–	287
2025 Q3	$534K	Sell	2,727 -3,246	-54%	-$643K	﹤0.01%	180
2025 Q2	$1.16M	Buy	+5,973	New	+$884K	﹤0.01%	134

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

Polen Capital Management's VST Position: Q4 2025 in Review

Polen Capital Management sold out of Vistra (VST) in Q4 2025, closing a stake of 2,727 shares — an estimated $534K sold.

Polen Capital Management first reported a position in VST in Q2 2025 and held it in 2 quarters. The position peaked at $1.16M in Q2 2025. 1,339 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Polen Capital Management reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Polen Capital Management sold 2,727 Vistra shares in Q4 2025, an estimated $534K.
Polen Capital Management first reported a position in Vistra in Q2 2025 and held it in 2 quarters.
Polen Capital Management's Vistra position peaked at $1.16M in Q2 2025.
1,339 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.