Simon Quick Advisors’s Vistra VST Stock Holding History

Simon Quick Advisors’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 Q2	$204K	Buy	+1,289	New	+$200K	0.01%	406
2026 Q1	–	Sell	-1,908	Closed	-$308K	–	427
2025 Q4	$308K	Buy	+1,908	New	+$348K	0.01%	310
2025 Q2	–	Sell	-3,765	Closed	-$442K	–	648
2025 Q1	$442K	Buy	3,765 +791	+27%	+$118K	0.03%	326
2024 Q4	$410K	Buy	2,974 +336	+13%	+$46.6K	0.02%	287
2024 Q3	$313K	Buy	+2,638	New	+$224K	0.02%	317
2020 Q1	–	Sell	-127	Closed	-$3K	–	714
2019 Q4	$3K	Buy	+127	New	+$3.28K	﹤0.01%	566

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Simon Quick Advisors's VST Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Vistra (VST) in Q2 2026: 1,289 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in VST as recently as Q4 2025.

Simon Quick Advisors first reported a position in VST in Q4 2019 and has held it in 6 quarters since. The position peaked at $442K in Q1 2025. 406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Simon Quick Advisors held 1,289 shares of Vistra worth $204K as of Q2 2026.
Vistra was a new Simon Quick Advisors position in Q2 2026.
Vistra made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #406 holding.
Simon Quick Advisors first reported a position in Vistra in Q4 2019 and has held it in 6 quarters since.
Simon Quick Advisors's Vistra position peaked at $442K in Q1 2025.
406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.