AWM
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Activest Wealth Management’s Vistra VST Stock Holding History

Activest 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 		$41.5K Sell
262
-454
-63% -$70.4K 0.01% 303
2026
Q1 		$108K Buy
716
+686
+2,287% +$111K 0.02% 222
2025
Q4 		$4.85K Sell
30
-562
-95% -$102K ﹤0.01% 774
2025
Q3 		$116K Buy
592
+501
+551% +$99.3K 0.02% 166
2025
Q2 		$17.6K Buy
91
+19
+26% +$2.81K ﹤0.01% 345
2025
Q1 		$8.46K Buy
72
+71
+7,100% +$10.6K ﹤0.01% 429
2024
Q4 		$138 Buy
+1
New +$139 ﹤0.01% 667

Other funds holding VST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

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

Activest Wealth Management reduced its Vistra (VST) stake by 63% in Q2 2026, selling an estimated $70.4K and leaving 262 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #303.

Activest Wealth Management first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q3 2025. 468 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Activest Wealth Management held 262 shares of Vistra worth $41.5K as of Q2 2026.
  • Activest Wealth Management sold 454 Vistra shares in Q2 2026, an estimated $70.4K.
  • Vistra made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Activest Wealth Management first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Vistra position peaked at $116K in Q3 2025.
  • 468 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.