Sherman Porfolios’s Vistra VST Stock Holding History

Sherman Porfolios’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	-4,508	Closed	-$883K	–	187
2025 Q3	$883K	Sell	4,508 -47	-1%	-$9.31K	0.32%	32
2025 Q2	$883K	Buy	+4,555	New	+$674K	0.35%	25
2024 Q4	$1.23M	Buy	+8,905	New	+$1.24M	0.53%	19

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

Sherman Porfolios's VST Position: Q4 2025 in Review

Sherman Porfolios sold out of Vistra (VST) in Q4 2025, closing a stake of 4,508 shares — an estimated $883K sold.

Sherman Porfolios first reported a position in VST in Q4 2024 and held it in 3 quarters. The position peaked at $1.23M in Q4 2024. 1,339 funds tracked by Wall St. Rank hold VST as of Q4 2025.

Sherman Porfolios reported no remaining Vistra position as of Q4 2025 after selling out during the quarter.
Sherman Porfolios sold 4,508 Vistra shares in Q4 2025, an estimated $883K.
Sherman Porfolios first reported a position in Vistra in Q4 2024 and held it in 3 quarters.
Sherman Porfolios's Vistra position peaked at $1.23M in Q4 2024.
1,339 funds tracked by Wall St. Rank held Vistra as of Q4 2025.

Based on Sherman Porfolios's 13F filing for Q4 2025, filed 17 Feb 2026.