AWA
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Arkadios Wealth Advisors’s Vistra VST Stock Holding History

Arkadios Wealth Advisors’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 		$1.37M Sell
8,639
-470
-5% -$72.9K 0.02% 682
2026
Q1 		$1.37M Buy
9,109
+2,655
+41% +$430K 0.02% 657
2025
Q4 		$1.04M Buy
6,454
+3,571
+124% +$650K 0.02% 678
2025
Q3 		$565K Buy
2,883
+125
+5% +$24.8K 0.01% 883
2025
Q2 		$535K Buy
2,758
+669
+32% +$99K 0.02% 820
2025
Q1 		$245K Sell
2,089
-64
-3% -$9.56K 0.01% 979
2024
Q4 		$297K Sell
2,153
-3,614
-63% -$502K 0.02% 722
2024
Q3 		$684K Buy
+5,767
New +$489K 0.04% 430
2021
Q4 		– Sell
-619
Closed -$10K – 1759
2021
Q3 		$10K Sell
619
-7
-1% -$129 ﹤0.01% 1453
2021
Q2 		$11K Sell
626
-6
-0.9% -$104 ﹤0.01% 1515
2021
Q1 		$11K Buy
632
+9
+1% +$179 ﹤0.01% 1172
2020
Q4 		$12K Sell
623
-7
-1% -$130 ﹤0.01% 916
2020
Q3 		$12K Sell
630
-36
-5% -$679 0.01% 714
2020
Q2 		$12.8K Sell
666
-102
-13% -$1.92K 0.01% 634
2020
Q1 		$12.3K Buy
+768
New +$15.6K 0.01% 593

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

Arkadios Wealth Advisors's VST Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vistra (VST) stake by 5.2% in Q2 2026, selling an estimated $72.9K and leaving 8,639 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #682.

Arkadios Wealth Advisors first reported a position in VST in Q1 2020 and has held it in 15 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Arkadios Wealth Advisors held 8,639 shares of Vistra worth $1.37M as of Q2 2026.
  • Arkadios Wealth Advisors sold 470 Vistra shares in Q2 2026, an estimated $72.9K.
  • Vistra made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #682 holding.
  • Arkadios Wealth Advisors first reported a position in Vistra in Q1 2020 and has held it in 15 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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