AO
VST icon

Advisor OS’s Vistra VST Stock Holding History

Advisor OS’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 		$299K Buy
1,884
+122
+7% +$18.9K 0.02% 446
2026
Q1 		$265K Buy
1,762
+204
+13% +$33K 0.02% 463
2025
Q4 		$251K Buy
1,558
+60
+4% +$10.9K 0.02% 419
2025
Q3 		$294K Buy
1,498
+71
+5% +$14.1K 0.03% 369
2025
Q2 		$277K Buy
+1,427
New +$211K 0.03% 369
2024
Q4 		– Sell
-3,851
Closed -$456K – 456
2024
Q3 		$456K Buy
3,851
+390
+11% +$33.1K 0.05% 261
2024
Q2 		$298K Sell
3,461
-201
-5% -$16.8K 0.03% 306
2024
Q1 		$255K Buy
+3,662
New +$181K 0.03% 335

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

Advisor OS's VST Position: Q2 2026 in Review

Advisor OS increased its Vistra (VST) stake by 6.9% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,884 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #446.

Advisor OS first reported a position in VST in Q1 2024 and has held it in 8 quarters since. The position peaked at $456K in Q3 2024. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Advisor OS held 1,884 shares of Vistra worth $299K as of Q2 2026.
  • Advisor OS bought 122 Vistra shares in Q2 2026, an estimated $18.9K.
  • Vistra made up 0.02% of Advisor OS's portfolio in Q2 2026, its #446 holding.
  • Advisor OS first reported a position in Vistra in Q1 2024 and has held it in 8 quarters since.
  • Advisor OS's Vistra position peaked at $456K in Q3 2024.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.