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Summit Trail Advisors’s Vestis VSTS Stock Holding History

Summit Trail Advisors’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
2025
Q4 		– Sell
-22,781
Closed -$103K – 1382
2025
Q3 		$103K Buy
22,781
+1,551
+7% +$7.95K ﹤0.01% 1325
2025
Q2 		$122K Buy
+21,230
New +$149K ﹤0.01% 1089

Other funds holding VSTS

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $433M AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit Trail Advisors's VSTS Position: Q4 2025 in Review

Summit Trail Advisors sold out of Vestis (VSTS) in Q4 2025, closing a stake of 22,781 shares — an estimated $103K sold.

Summit Trail Advisors first reported a position in VSTS in Q2 2025 and held it in 2 quarters. The position peaked at $122K in Q2 2025. 252 funds tracked by Wall St. Rank hold VSTS as of Q4 2025.

  • Summit Trail Advisors reported no remaining Vestis position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 22,781 Vestis shares in Q4 2025, an estimated $103K.
  • Summit Trail Advisors first reported a position in Vestis in Q2 2025 and held it in 2 quarters.
  • Summit Trail Advisors's Vestis position peaked at $122K in Q2 2025.
  • 252 funds tracked by Wall St. Rank held Vestis as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.