AWM
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Abound Wealth Management’s Vistra VST Stock Holding History

Abound Wealth Management’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 		– Sell
-34
Closed -$5.11K – 1581
2026
Q1 		$5.11K Sell
34
-4
-11% -$647 ﹤0.01% 722
2025
Q4 		$6.1K Buy
38
+1
+3% +$182 ﹤0.01% 623
2025
Q3 		$7.17K Sell
37
-8
-18% -$1.58K ﹤0.01% 562
2025
Q2 		$8.72K Sell
45
-1
-2% -$148 ﹤0.01% 469
2025
Q1 		$5.4K Hold
46
– – ﹤0.01% 516
2024
Q4 		$6.34K Buy
46
+9
+24% +$1.25K ﹤0.01% 480
2024
Q3 		$4.39K Buy
+37
New +$3.14K ﹤0.01% 569
2022
Q4 		– Sell
-2
Closed -$43 – 787
2022
Q3 		$43 Buy
+2
New +$48 ﹤0.01% 731

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Abound Wealth Management's VST Position: Q2 2026 in Review

Abound Wealth Management sold out of Vistra (VST) in Q2 2026, closing a stake of 34 shares — an estimated $5.11K sold.

Abound Wealth Management first reported a position in VST in Q3 2022 and held it in 8 quarters. The position peaked at $8.72K in Q2 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Abound Wealth Management reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 34 Vistra shares in Q2 2026, an estimated $5.11K.
  • Abound Wealth Management first reported a position in Vistra in Q3 2022 and held it in 8 quarters.
  • Abound Wealth Management's Vistra position peaked at $8.72K in Q2 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.