SHP Wealth Management’s Vistra VST Stock Holding History

SHP Wealth Management’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	$85.9K	Buy	571 +111	+24%	+$18K	0.01%	406
2025 Q4	$74.2K	Buy	+460	New	+$83.8K	0.01%	404

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's VST Position: Q1 2026 in Review

SHP Wealth Management increased its Vistra (VST) stake by 24% in Q1 2026, buying an estimated $18K and bringing the position to 571 shares worth $85.9K. The position accounts for 0.01% of the portfolio, ranked #406.

SHP Wealth Management first reported a position in VST in Q4 2025 and has held it in 2 quarters since. 1,313 funds tracked by Wall St. Rank hold VST as of Q1 2026.

SHP Wealth Management held 571 shares of Vistra worth $85.9K as of Q1 2026.
SHP Wealth Management bought 111 Vistra shares in Q1 2026, an estimated $18K.
Vistra made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #406 holding.
SHP Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 2 quarters since.
1,313 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

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