Advyzon Investment Management’s Vistra VST Stock Holding History

Advyzon Investment 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	$451K	Buy	2,846 +1,008	+55%	+$156K	0.03%	511
2026 Q1	$276K	Buy	+1,838	New	+$297K	0.02%	561
2025 Q4	–	Sell	-1,076	Closed	-$211K	–	606
2025 Q3	$211K	Buy	+1,076	New	+$213K	0.04%	436

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

Advyzon Investment Management's VST Position: Q2 2026 in Review

Advyzon Investment Management increased its Vistra (VST) stake by 55% in Q2 2026, buying an estimated $156K and bringing the position to 2,846 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #511.

Advyzon Investment Management first reported a position in VST in Q3 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Advyzon Investment Management held 2,846 shares of Vistra worth $451K as of Q2 2026.
Advyzon Investment Management bought 1,008 Vistra shares in Q2 2026, an estimated $156K.
Vistra made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #511 holding.
Advyzon Investment Management first reported a position in Vistra in Q3 2025 and has held it in 3 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.