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StoneCrest Wealth Management’s Vistra VST Stock Holding History

StoneCrest 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
2025
Q3 		– Sell
-1,853
Closed -$359K – 81
2025
Q2 		$359K Buy
1,853
+33
+2% +$4.88K 0.17% 63
2025
Q1 		$214K Buy
+1,820
New +$272K 0.14% 65

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

StoneCrest Wealth Management's VST Position: Q3 2025 in Review

StoneCrest Wealth Management sold out of Vistra (VST) in Q3 2025, closing a stake of 1,853 shares — an estimated $359K sold.

StoneCrest Wealth Management first reported a position in VST in Q1 2025 and held it in 2 quarters. The position peaked at $359K in Q2 2025. 1,337 funds tracked by Wall St. Rank hold VST as of Q3 2025.

  • StoneCrest Wealth Management reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
  • StoneCrest Wealth Management sold 1,853 Vistra shares in Q3 2025, an estimated $359K.
  • StoneCrest Wealth Management first reported a position in Vistra in Q1 2025 and held it in 2 quarters.
  • StoneCrest Wealth Management's Vistra position peaked at $359K in Q2 2025.
  • 1,337 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on StoneCrest Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.