Acumen Wealth Advisors’s Vistra VST Stock Holding History

Acumen 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	$17.1K	Buy	+108	New	+$16.8K	﹤0.01%	261
2026 Q1	–	Sell	-5	Closed	-$807	–	576
2025 Q4	$807	Buy	+5	New	+$911	﹤0.01%	462

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acumen Wealth Advisors opened a new position in Vistra (VST) in Q2 2026: 108 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in VST as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in VST in Q4 2025 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Acumen Wealth Advisors held 108 shares of Vistra worth $17.1K as of Q2 2026.
Vistra was a new Acumen Wealth Advisors position in Q2 2026.
Vistra made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #261 holding.
Acumen Wealth Advisors first reported a position in Vistra in Q4 2025 and has held it in 2 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.