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Bartlett & Co Wealth Management’s Vistra VST Stock Holding History

Bartlett & Co 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
Q2 		$13.5K Buy
85
+35
+70% +$5.43K ﹤0.01% 947
2026
Q1 		$8.04K Buy
50
+34
+213% +$5.5K ﹤0.01% 953
2025
Q4 		$2.58K Sell
16
-28
-64% -$5.1K ﹤0.01% 1104
2025
Q3 		$8.62K Buy
+44
New +$8.72K ﹤0.01% 936
2021
Q1 		– Sell
-166
Closed -$3.26K – 1201
2020
Q4 		$3.26K Buy
+166
New +$3.09K ﹤0.01% 847

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

Bartlett & Co Wealth Management's VST Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Vistra (VST) stake by 70% in Q2 2026, buying an estimated $5.43K and bringing the position to 85 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Bartlett & Co Wealth Management first reported a position in VST in Q4 2020 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Bartlett & Co Wealth Management held 85 shares of Vistra worth $13.5K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 35 Vistra shares in Q2 2026, an estimated $5.43K.
  • Vistra made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #947 holding.
  • Bartlett & Co Wealth Management first reported a position in Vistra in Q4 2020 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.