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Savvy Advisors Inc’s Vistra VST Stock Holding History

Savvy Advisors 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 		$342K Buy
2,274
+364
+19% +$58.9K 0.01% 810
2025
Q4 		$308K Buy
1,910
+131
+7% +$23.9K 0.01% 760
2025
Q3 		$349K Buy
1,779
+604
+51% +$120K 0.02% 565
2025
Q2 		$228K Buy
+1,175
New +$174K 0.02% 566
2024
Q4 		– Sell
-1,724
Closed -$204K – 480
2024
Q3 		$204K Sell
1,724
-2,583
-60% -$219K 0.04% 336
2024
Q2 		$370K Buy
+4,307
New +$360K 0.12% 181

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

Savvy Advisors Inc's VST Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vistra (VST) stake by 19% in Q1 2026, buying an estimated $58.9K and bringing the position to 2,274 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #810.

Savvy Advisors Inc first reported a position in VST in Q2 2024 and has held it in 6 quarters since. The position peaked at $370K in Q2 2024. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Savvy Advisors Inc held 2,274 shares of Vistra worth $342K as of Q1 2026.
  • Savvy Advisors Inc bought 364 Vistra shares in Q1 2026, an estimated $58.9K.
  • Vistra made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #810 holding.
  • Savvy Advisors Inc first reported a position in Vistra in Q2 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Vistra position peaked at $370K in Q2 2024.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.