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Belpointe Asset Management’s Vistra VST Stock Holding History

Belpointe Asset 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 		$1.99M Sell
12,517
-2,278
-15% -$353K 0.06% 279
2026
Q1 		$2.22M Buy
14,795
+1,476
+11% +$239K 0.08% 219
2025
Q4 		$2.15M Sell
13,319
-1,033
-7% -$188K 0.08% 211
2025
Q3 		$2.81M Sell
14,352
-1,688
-11% -$334K 0.11% 163
2025
Q2 		$3.11M Buy
16,040
+1,463
+10% +$216K 0.13% 138
2025
Q1 		$1.71M Sell
14,577
-167
-1% -$25K 0.09% 215
2024
Q4 		$1.26M Sell
14,744
-1,295
-8% -$180K 0.08% 257
2024
Q3 		$1.9M Buy
16,039
+3,468
+28% +$294K 0.11% 181
2024
Q2 		$1.08M Sell
12,571
-1,746
-12% -$146K 0.08% 250
2024
Q1 		$997K Sell
14,317
-5,812
-29% -$288K 0.07% 264
2023
Q4 		$775K Sell
20,129
-4,152
-17% -$144K 0.07% 262
2023
Q3 		$806K Buy
24,281
+6,090
+33% +$183K 0.08% 237
2023
Q2 		$478K Sell
18,191
-2,692
-13% -$65.8K 0.05% 325
2023
Q1 		$501K Sell
20,883
-1,500
-7% -$34.8K 0.03% 571
2022
Q4 		$519K Hold
22,383
– – 0.03% 522
2022
Q3 		$470K Buy
22,383
+308
+1% +$7.45K 0.03% 528
2022
Q2 		$504K Buy
22,075
+1,011
+5% +$25K 0.03% 480
2022
Q1 		$490K Buy
+21,064
New +$467K 0.03% 547

Other funds holding VST

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

Belpointe Asset Management's VST Position: Q2 2026 in Review

Belpointe Asset Management reduced its Vistra (VST) stake by 15% in Q2 2026, selling an estimated $353K and leaving 12,517 shares worth $1.99M. The position accounts for 0.06% of the portfolio, ranked #279.

Belpointe Asset Management first reported a position in VST in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.11M in Q2 2025. 527 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Belpointe Asset Management held 12,517 shares of Vistra worth $1.99M as of Q2 2026.
  • Belpointe Asset Management sold 2,278 Vistra shares in Q2 2026, an estimated $353K.
  • Vistra made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #279 holding.
  • Belpointe Asset Management first reported a position in Vistra in Q1 2022 and has held it in 18 quarters since.
  • Belpointe Asset Management's Vistra position peaked at $3.11M in Q2 2025.
  • 527 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.