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Wealthspire Advisors (New York)’s Vistra VST Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,709
Closed -$276K – 1104
2025
Q4 		$276K Buy
1,709
+799
+88% +$146K ﹤0.01% 837
2025
Q3 		$178K Sell
910
-225
-20% -$44.6K ﹤0.01% 832
2025
Q2 		$220K Buy
+1,135
New +$168K ﹤0.01% 759

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s VST Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Vistra (VST) in Q1 2026, closing a stake of 1,709 shares — an estimated $276K sold.

Wealthspire Advisors (New York) first reported a position in VST in Q2 2025 and held it in 3 quarters. The position peaked at $276K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Vistra position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,709 Vistra shares in Q1 2026, an estimated $276K.
  • Wealthspire Advisors (New York) first reported a position in Vistra in Q2 2025 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Vistra position peaked at $276K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.