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Strategic Wealth Partners’s Vestis VSTS Stock Holding History

Strategic Wealth Partners’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$542 Hold
69
– – ﹤0.01% 1314
2025
Q4 		$460 Hold
69
– – ﹤0.01% 1342
2025
Q3 		$313 Hold
69
– – ﹤0.01% 1262
2025
Q2 		$398 Buy
+69
New +$484 ﹤0.01% 1088
2024
Q2 		– Sell
-222,625
Closed -$4.29M – 307
2024
Q1 		$4.29M Buy
+222,625
New +$4.41M 0.47% 74

Other funds holding VSTS

CM
Corvex Management New York $2.52B AUM 25.53% 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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Strategic Wealth Partners held its Vestis (VSTS) position steady in Q1 2026 at 69 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Strategic Wealth Partners first reported a position in VSTS in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.29M in Q1 2024. 268 funds tracked by Wall St. Rank hold VSTS as of Q1 2026.

  • Strategic Wealth Partners held 69 shares of Vestis worth $542 as of Q1 2026.
  • Strategic Wealth Partners left its Vestis share count unchanged in Q1 2026.
  • Vestis made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1314 holding.
  • Strategic Wealth Partners first reported a position in Vestis in Q1 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Vestis position peaked at $4.29M in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Vestis as of Q1 2026.

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