Avidian Wealth Enterprises’s Vistra VST Stock Holding History

Avidian Wealth Enterprises’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	$276K	Buy	1,743 +20	+1%	+$3.1K	0.01%	617
2026 Q1	$259K	Buy	1,723 +14	+0.8%	+$2.27K	0.01%	571
2025 Q4	$276K	Buy	1,709 +151	+10%	+$27.5K	0.01%	488
2025 Q3	$305K	Sell	1,558 -8	-0.5%	-$1.58K	0.01%	466
2025 Q2	$303K	Buy	+1,566	New	+$232K	0.01%	442
2025 Q1	–	Sell	-1,644	Closed	-$227K	–	549
2024 Q4	$227K	Buy	+1,644	New	+$228K	0.01%	459
2024 Q2	–	Sell	-5,355	Closed	-$373K	–	523
2024 Q1	$373K	Buy	+5,355	New	+$265K	0.02%	319

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avidian Wealth Enterprises's VST Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vistra (VST) stake by 1.2% in Q2 2026, buying an estimated $3.1K and bringing the position to 1,743 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #617.

Avidian Wealth Enterprises first reported a position in VST in Q1 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2024. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Avidian Wealth Enterprises held 1,743 shares of Vistra worth $276K as of Q2 2026.
Avidian Wealth Enterprises bought 20 Vistra shares in Q2 2026, an estimated $3.1K.
Vistra made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #617 holding.
Avidian Wealth Enterprises first reported a position in Vistra in Q1 2024 and has held it in 7 quarters since.
Avidian Wealth Enterprises's Vistra position peaked at $373K in Q1 2024.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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