Aprio Wealth Management
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Aprio Wealth Management’s Vistra VST Stock Holding History

Aprio 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
Q3 		$290K Sell
2,097
-135
-6% -$19.9K 0.01% 528
2026
Q2 		$354K Buy
2,232
+345
+18% +$53.5K 0.02% 469
2026
Q1 		$284K Buy
1,887
+438
+30% +$70.9K 0.02% 497
2025
Q4 		$234K Buy
+1,449
New +$264K 0.01% 492

Other funds holding VST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Aprio Wealth Management's VST Position: Q3 2026 in Review

Aprio Wealth Management reduced its Vistra (VST) stake by 6% in Q3 2026, selling an estimated $19.9K and leaving 2,097 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #528.

Aprio Wealth Management first reported a position in VST in Q4 2025 and has held it in 4 quarters since. The position peaked at $354K in Q2 2026. 712 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Aprio Wealth Management held 2,097 shares of Vistra worth $290K as of Q3 2026.
  • Aprio Wealth Management sold 135 Vistra shares in Q3 2026, an estimated $19.9K.
  • Vistra made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #528 holding.
  • Aprio Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Vistra position peaked at $354K in Q2 2026.
  • 712 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.