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Strategic Wealth Partners’s Vistra VST Stock Holding History

Strategic Wealth Partners’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 		$1.23M Hold
8,183
– – 0.09% 135
2025
Q4 		$1.32M Buy
8,183
+60
+0.7% +$10.9K 0.09% 131
2025
Q3 		$1.59M Sell
8,123
-528
-6% -$105K 0.12% 125
2025
Q2 		$1.68M Buy
+8,651
New +$1.28M 0.13% 114
2024
Q4 		$1.35M Sell
8,177
-81
-1% -$11.2K 0.11% 127
2024
Q3 		$979K Buy
8,258
+2,165
+36% +$184K 0.09% 144
2024
Q2 		$524K Buy
+6,093
New +$510K 0.05% 191

Other funds holding VST

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Partners's VST Position: Q1 2026 in Review

Strategic Wealth Partners held its Vistra (VST) position steady in Q1 2026 at 8,183 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #135.

Strategic Wealth Partners first reported a position in VST in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q2 2025. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Strategic Wealth Partners held 8,183 shares of Vistra worth $1.23M as of Q1 2026.
  • Strategic Wealth Partners left its Vistra share count unchanged in Q1 2026.
  • Vistra made up 0.09% of Strategic Wealth Partners's portfolio in Q1 2026, its #135 holding.
  • Strategic Wealth Partners first reported a position in Vistra in Q2 2024 and has held it in 7 quarters since.
  • Strategic Wealth Partners's Vistra position peaked at $1.68M in Q2 2025.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.