Waverly Advisors’s Vistra VST Stock Holding History

Waverly 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	$364K	Buy	2,420 +805	+50%	+$130K	﹤0.01%	1222
2025 Q4	$261K	Buy	1,615 +378	+31%	+$68.9K	﹤0.01%	1272
2025 Q3	$242K	Buy	+1,237	New	+$245K	﹤0.01%	1128

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

Waverly Advisors's VST Position: Q1 2026 in Review

Waverly Advisors increased its Vistra (VST) stake by 50% in Q1 2026, buying an estimated $130K and bringing the position to 2,420 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Waverly Advisors first reported a position in VST in Q3 2025 and has held it in 3 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

Waverly Advisors held 2,420 shares of Vistra worth $364K as of Q1 2026.
Waverly Advisors bought 805 Vistra shares in Q1 2026, an estimated $130K.
Vistra made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1222 holding.
Waverly Advisors first reported a position in Vistra in Q3 2025 and has held it in 3 quarters since.
1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.