Win Advisors’s Vistra VST Stock Holding History

Win 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
2025 Q3	–	Sell	-5,794	Closed	-$1.12M	–	79
2025 Q2	$1.12M	Buy	+5,794	New	+$857K	0.54%	29

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Win Advisors's VST Position: Q3 2025 in Review

Win Advisors sold out of Vistra (VST) in Q3 2025, closing a stake of 5,794 shares — an estimated $1.12M sold.

Win Advisors first reported a position in VST in Q2 2025 and held it in 1 quarter. The position peaked at $1.12M in Q2 2025. 1,337 funds tracked by Wall St. Rank hold VST as of Q3 2025.

Win Advisors reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
Win Advisors sold 5,794 Vistra shares in Q3 2025, an estimated $1.12M.
Win Advisors first reported a position in Vistra in Q2 2025 and held it in 1 quarter.
Win Advisors's Vistra position peaked at $1.12M in Q2 2025.
1,337 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Win Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.