Beaird Harris Wealth Management’s Vistra VST Stock Holding History

Beaird Harris 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	$3.88K	Hold	24	–	–	﹤0.01%	464
2026 Q1	$3.68K	Hold	24	–	–	﹤0.01%	441
2025 Q4	$3.94K	Hold	24	–	–	﹤0.01%	459
2025 Q3	$4.79K	Buy	24 +3	+14%	+$594	﹤0.01%	430
2025 Q2	$4.05K	Buy	+21	New	+$3.11K	﹤0.01%	437
2023 Q1	–	Sell	-117	Closed	-$2.71K	–	745
2022 Q4	$2.71K	Buy	+117	New	+$2.71K	﹤0.01%	528

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

Beaird Harris Wealth Management's VST Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vistra (VST) position steady in Q2 2026 at 24 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Beaird Harris Wealth Management first reported a position in VST in Q4 2022 and has held it in 6 quarters since. The position peaked at $4.79K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Beaird Harris Wealth Management held 24 shares of Vistra worth $3.88K as of Q2 2026.
Beaird Harris Wealth Management left its Vistra share count unchanged in Q2 2026.
Vistra made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #464 holding.
Beaird Harris Wealth Management first reported a position in Vistra in Q4 2022 and has held it in 6 quarters since.
Beaird Harris Wealth Management's Vistra position peaked at $4.79K in Q3 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.