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AssuredPartners Investment Advisors’s Vistra VST Stock Holding History

AssuredPartners Investment 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 		$5.45M Buy
34,358
+2,110
+7% +$327K 0.53% 47
2026
Q1 		$4.89M Buy
32,248
+5,440
+20% +$880K 0.53% 47
2025
Q4 		$4.32M Buy
26,808
+673
+3% +$123K 0.64% 42
2025
Q3 		$5.12M Buy
26,135
+218
+0.8% +$43.2K 1.14% 26
2025
Q2 		$5.02M Sell
25,917
-7,325
-22% -$1.08M 1.23% 23
2025
Q1 		$3.9M Buy
+33,242
New +$4.97M 0.75% 30

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

AssuredPartners Investment Advisors's VST Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Vistra (VST) stake by 6.5% in Q2 2026, buying an estimated $327K and bringing the position to 34,358 shares worth $5.45M. The position accounts for 0.53% of the portfolio, ranked #47.

AssuredPartners Investment Advisors first reported a position in VST in Q1 2025 and has held it in 6 quarters since. 1,409 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • AssuredPartners Investment Advisors held 34,358 shares of Vistra worth $5.45M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 2,110 Vistra shares in Q2 2026, an estimated $327K.
  • Vistra made up 0.53% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • AssuredPartners Investment Advisors first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • 1,409 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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