AWM
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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
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

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

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

Aprio Wealth Management increased its Vistra (VST) stake by 18% in Q2 2026, buying an estimated $53.5K and bringing the position to 2,232 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #469.

Aprio Wealth Management first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Aprio Wealth Management held 2,232 shares of Vistra worth $354K as of Q2 2026.
  • Aprio Wealth Management bought 345 Vistra shares in Q2 2026, an estimated $53.5K.
  • Vistra made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Aprio Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.