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 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

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Simon Quick Advisors's VST Position: Q1 2026 in Review

Simon Quick Advisors sold out of Vistra (VST) in Q1 2026, closing a stake of 1,908 shares — an estimated $308K sold.

Simon Quick Advisors first reported a position in VST in Q4 2019 and held it in 5 quarters. The position peaked at $442K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Simon Quick Advisors reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
Simon Quick Advisors sold 1,908 Vistra shares in Q1 2026, an estimated $308K.
Simon Quick Advisors first reported a position in Vistra in Q4 2019 and held it in 5 quarters.
Simon Quick Advisors's Vistra position peaked at $442K in Q1 2025.
1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.