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Purpose Unlimited Inc’s Vistra VST Stock Holding History

Purpose Unlimited Inc’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 		$301K Sell
2,000
-1,000
-33% -$162K 0.01% 204
2025
Q4 		$484K Buy
+3,000
New +$546K 0.02% 141

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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Purpose Unlimited Inc's VST Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Vistra (VST) stake by 33% in Q1 2026, selling an estimated $162K and leaving 2,000 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #204.

Purpose Unlimited Inc first reported a position in VST in Q4 2025 and has held it in 2 quarters since. The position peaked at $484K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Purpose Unlimited Inc held 2,000 shares of Vistra worth $301K as of Q1 2026.
  • Purpose Unlimited Inc sold 1,000 Vistra shares in Q1 2026, an estimated $162K.
  • Vistra made up 0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #204 holding.
  • Purpose Unlimited Inc first reported a position in Vistra in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Vistra position peaked at $484K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.