UP Strategic Wealth Investment Advisors’s Vistra VST Stock Holding History

UP Strategic Wealth Investment 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	$243K	Sell	1,576 -177	-10%	-$28.6K	0.15%	84
2025 Q4	$262K	Sell	1,753 -49	-3%	-$8.93K	0.19%	73
2025 Q3	$380K	Sell	1,802 -27	-1%	-$5.35K	0.28%	53
2025 Q2	$354K	Buy	1,829 +16	+0.9%	+$2.37K	0.28%	57
2025 Q1	$213K	Sell	1,813 -189	-9%	-$28.2K	0.19%	80
2024 Q4	$276K	Sell	2,002 -164	-8%	-$22.8K	0.28%	61
2024 Q3	$257K	Buy	+2,166	New	+$184K	0.29%	63
2024 Q2	–	Sell	-3,924	Closed	-$273K	–	64
2024 Q1	$273K	Buy	+3,924	New	+$194K	0.45%	47

Other funds holding VST

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's VST Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Vistra (VST) stake by 10% in Q1 2026, selling an estimated $28.6K and leaving 1,576 shares worth $243K. The position accounts for 0.15% of the portfolio, ranked #84.

UP Strategic Wealth Investment Advisors first reported a position in VST in Q1 2024 and has held it in 8 quarters since. The position peaked at $380K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold VST as of Q1 2026.

UP Strategic Wealth Investment Advisors held 1,576 shares of Vistra worth $243K as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 177 Vistra shares in Q1 2026, an estimated $28.6K.
Vistra made up 0.15% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #84 holding.
UP Strategic Wealth Investment Advisors first reported a position in Vistra in Q1 2024 and has held it in 8 quarters since.
UP Strategic Wealth Investment Advisors's Vistra position peaked at $380K in Q3 2025.
1,310 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

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