Baird Financial Group’s Vistra VST Stock Holding History

Baird Financial Group’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	$6.45M	Sell	40,644 -8,503	-17%	-$1.32M	0.01%	718
2026 Q1	$7.39M	Buy	49,147 +666	+1%	+$108K	0.01%	630
2025 Q4	$7.82M	Sell	48,481 -6,000	-11%	-$1.09M	0.01%	614
2025 Q3	$10.7M	Buy	54,481 +19,627	+56%	+$3.89M	0.02%	525
2025 Q2	$6.76M	Sell	34,854 -20,901	-37%	-$3.09M	0.01%	621
2025 Q1	$6.55M	Buy	55,755 +41,687	+296%	+$6.23M	0.01%	595
2024 Q4	$1.94M	Buy	14,068 +1,288	+10%	+$179K	﹤0.01%	981
2024 Q3	$1.51M	Buy	12,780 +10,122	+381%	+$859K	﹤0.01%	1047
2024 Q2	$229K	Buy	+2,658	New	+$222K	﹤0.01%	1634
2021 Q2	–	Sell	-46,204	Closed	-$817K	–	1786
2021 Q1	$817K	Buy	+46,204	New	+$918K	﹤0.01%	1204
2019 Q2	–	Sell	-33,250	Closed	-$865K	–	1560
2019 Q1	$865K	Buy	+33,250	New	+$839K	0.01%	899

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

Baird Financial Group's VST Position: Q2 2026 in Review

Baird Financial Group reduced its Vistra (VST) stake by 17% in Q2 2026, selling an estimated $1.32M and leaving 40,644 shares worth $6.45M. The position accounts for 0.01% of the portfolio, ranked #718.

Baird Financial Group first reported a position in VST in Q1 2019 and has held it in 11 quarters since. The position peaked at $10.7M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Baird Financial Group held 40,644 shares of Vistra worth $6.45M as of Q2 2026.
Baird Financial Group sold 8,503 Vistra shares in Q2 2026, an estimated $1.32M.
Vistra made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #718 holding.
Baird Financial Group first reported a position in Vistra in Q1 2019 and has held it in 11 quarters since.
Baird Financial Group's Vistra position peaked at $10.7M in Q3 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.