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TruWealth Advisors’s Vistra VST Stock Holding History

TruWealth Advisors’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 		$427K Buy
2,839
+152
+6% +$24.6K 0.02% 127
2025
Q4 		$433K Buy
2,687
+172
+7% +$31.3K 0.02% 127
2025
Q3 		$493K Buy
+2,515
New +$498K 0.02% 123

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TruWealth Advisors's VST Position: Q1 2026 in Review

TruWealth Advisors increased its Vistra (VST) stake by 5.7% in Q1 2026, buying an estimated $24.6K and bringing the position to 2,839 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #127.

TruWealth Advisors first reported a position in VST in Q3 2025 and has held it in 3 quarters since. The position peaked at $493K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • TruWealth Advisors held 2,839 shares of Vistra worth $427K as of Q1 2026.
  • TruWealth Advisors bought 152 Vistra shares in Q1 2026, an estimated $24.6K.
  • Vistra made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #127 holding.
  • TruWealth Advisors first reported a position in Vistra in Q3 2025 and has held it in 3 quarters since.
  • TruWealth Advisors's Vistra position peaked at $493K in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.