RW
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REDW Wealth’s Vistra VST Stock Holding History

REDW Wealth’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 		– Sell
-1,266
Closed -$204K – 103
2025
Q4 		$204K Buy
1,266
+21
+2% +$3.83K 0.08% 100
2025
Q3 		$244K Buy
+1,245
New +$247K 0.09% 102

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

REDW Wealth's VST Position: Q1 2026 in Review

REDW Wealth sold out of Vistra (VST) in Q1 2026, closing a stake of 1,266 shares — an estimated $204K sold.

REDW Wealth first reported a position in VST in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q3 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • REDW Wealth reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • REDW Wealth sold 1,266 Vistra shares in Q1 2026, an estimated $204K.
  • REDW Wealth first reported a position in Vistra in Q3 2025 and held it in 2 quarters.
  • REDW Wealth's Vistra position peaked at $244K in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.