Avaii Wealth Management
VST icon

Avaii Wealth Management’s Vistra VST Stock Holding History

Avaii 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 		$577K Buy
4,124
+648
+19% +$95.3K 0.17% 83
2026
Q2 		$551K Buy
+3,476
New +$539K 0.16% 84
2026
Q1 		– Sell
-1,729
Closed -$279K – 171
2025
Q4 		$279K Sell
1,729
-520
-23% -$94.7K 0.1% 118
2025
Q3 		$441K Buy
2,249
+339
+18% +$67.2K 0.17% 83
2025
Q2 		$370K Buy
+1,910
New +$283K 0.16% 78

Other funds holding VST

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

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

Avaii Wealth Management increased its Vistra (VST) stake by 19% in Q3 2026, buying an estimated $95.3K and bringing the position to 4,124 shares worth $577K. The position accounts for 0.17% of the portfolio, ranked #83.

Avaii Wealth Management first reported a position in VST in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Avaii Wealth Management held 4,124 shares of Vistra worth $577K as of Q3 2026.
  • Avaii Wealth Management bought 648 Vistra shares in Q3 2026, an estimated $95.3K.
  • Vistra made up 0.17% of Avaii Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Avaii Wealth Management first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.