180 Wealth Advisors’s Vistra VST Stock Holding History

180 Wealth 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 Q2	$204K	Buy	+1,287	New	+$200K	0.02%	461
2026 Q1	–	Sell	-3,932	Closed	-$634K	–	499
2025 Q4	$634K	Buy	3,932 +211	+6%	+$38.4K	0.07%	244
2025 Q3	$729K	Sell	3,721 -620	-14%	-$123K	0.09%	208
2025 Q2	$841K	Buy	4,341 +39	+0.9%	+$5.77K	0.12%	167
2025 Q1	$505K	Sell	4,302 -53	-1%	-$7.92K	0.08%	229
2024 Q4	$600K	Buy	+4,355	New	+$605K	0.09%	198

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

180 Wealth Advisors's VST Position: Q2 2026 in Review

180 Wealth Advisors opened a new position in Vistra (VST) in Q2 2026: 1,287 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #461 among its holdings. This is a return to the name: 180 Wealth Advisors previously reported a position in VST as recently as Q4 2025.

180 Wealth Advisors first reported a position in VST in Q4 2024 and has held it in 6 quarters since. The position peaked at $841K in Q2 2025. 207 funds tracked by Wall St. Rank hold VST as of Q2 2026.

180 Wealth Advisors held 1,287 shares of Vistra worth $204K as of Q2 2026.
Vistra was a new 180 Wealth Advisors position in Q2 2026.
Vistra made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #461 holding.
180 Wealth Advisors first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
180 Wealth Advisors's Vistra position peaked at $841K in Q2 2025.
207 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.