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Adams Wealth Management’s Vistra VST Stock Holding History

Adams 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 		$282K Buy
1,775
+302
+21% +$46.9K 0.05% 135
2026
Q1 		$221K Sell
1,473
-338
-19% -$54.7K 0.05% 136
2025
Q4 		$293K Buy
1,811
+140
+8% +$25.5K 0.06% 136
2025
Q3 		$326K Sell
1,671
-326
-16% -$64.6K 0.07% 126
2025
Q2 		$388K Buy
+1,997
New +$296K 0.07% 114

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

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

Adams Wealth Management increased its Vistra (VST) stake by 21% in Q2 2026, buying an estimated $46.9K and bringing the position to 1,775 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #135.

Adams Wealth Management first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $388K in Q2 2025. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Adams Wealth Management held 1,775 shares of Vistra worth $282K as of Q2 2026.
  • Adams Wealth Management bought 302 Vistra shares in Q2 2026, an estimated $46.9K.
  • Vistra made up 0.05% of Adams Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Adams Wealth Management first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
  • Adams Wealth Management's Vistra position peaked at $388K in Q2 2025.
  • 1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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