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Schear Investment Advisers’s Vistra VST Stock Holding History

Schear Investment Advisers’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 		$1.79M Buy
11,920
+110
+0.9% +$17.8K 0.79% 45
2025
Q4 		$1.91M Buy
11,810
+3,648
+45% +$664K 0.82% 42
2025
Q3 		$1.6M Buy
8,162
+19
+0.2% +$3.77K 0.71% 45
2025
Q2 		$1.58M Buy
8,143
+2,074
+34% +$307K 0.78% 43
2025
Q1 		$713K Buy
+6,069
New +$907K 0.41% 66

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

Schear Investment Advisers's VST Position: Q1 2026 in Review

Schear Investment Advisers increased its Vistra (VST) stake by 0.93% in Q1 2026, buying an estimated $17.8K and bringing the position to 11,920 shares worth $1.79M. The position accounts for 0.79% of the portfolio, ranked #45.

Schear Investment Advisers first reported a position in VST in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Schear Investment Advisers held 11,920 shares of Vistra worth $1.79M as of Q1 2026.
  • Schear Investment Advisers bought 110 Vistra shares in Q1 2026, an estimated $17.8K.
  • Vistra made up 0.79% of Schear Investment Advisers's portfolio in Q1 2026, its #45 holding.
  • Schear Investment Advisers first reported a position in Vistra in Q1 2025 and has held it in 5 quarters since.
  • Schear Investment Advisers's Vistra position peaked at $1.91M in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.