Smartleaf Asset Management’s Vistra VST Stock Holding History

Smartleaf Asset 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	$652K	Sell	4,416 -105	-2%	-$17K	0.02%	478
2025 Q4	$735K	Buy	4,521 +2,338	+107%	+$426K	0.03%	444
2025 Q3	$432K	Buy	2,183 +1,221	+127%	+$242K	0.03%	509
2025 Q2	$188K	Sell	962 -900	-48%	-$133K	0.02%	599
2025 Q1	$222K	Sell	1,862 -310	-14%	-$46.3K	0.02%	535
2024 Q4	$304K	Buy	2,172 +420	+24%	+$58.3K	0.03%	434
2024 Q3	$206K	Sell	1,752 -627	-26%	-$53.2K	0.03%	489
2024 Q2	$207K	Sell	2,379 -2,138	-47%	-$179K	0.03%	370
2024 Q1	$309K	Sell	4,517 -4,119	-48%	-$204K	0.06%	276
2023 Q4	$335K	Buy	+8,636	New	+$300K	0.09%	220

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

Smartleaf Asset Management's VST Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Vistra (VST) stake by 2.3% in Q1 2026, selling an estimated $17K and leaving 4,416 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #478.

Smartleaf Asset Management first reported a position in VST in Q4 2023 and has held it in 10 quarters since. The position peaked at $735K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Smartleaf Asset Management held 4,416 shares of Vistra worth $652K as of Q1 2026.
Smartleaf Asset Management sold 105 Vistra shares in Q1 2026, an estimated $17K.
Vistra made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #478 holding.
Smartleaf Asset Management first reported a position in Vistra in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Vistra position peaked at $735K in Q4 2025.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.