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Beverly Hills Private Wealth’s Vistra VST Stock Holding History

Beverly Hills Private Wealth’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 		$4.89M Buy
30,841
+27,018
+707% +$4.19M 0.93% 34
2026
Q1 		$575K Sell
3,823
-167
-4% -$27K 0.1% 170
2025
Q4 		$644K Sell
3,990
-8
-0.2% -$1.46K 0.11% 149
2025
Q3 		$783K Sell
3,998
-425
-10% -$84.2K 0.14% 142
2025
Q2 		$857K Sell
4,423
-727
-14% -$108K 0.16% 136
2025
Q1 		$605K Sell
5,150
-62
-1% -$9.26K 0.12% 148
2024
Q4 		$719K Sell
5,212
-6,444
-55% -$895K 0.15% 137
2024
Q3 		$1.38M Buy
11,656
+3,407
+41% +$289K 0.28% 98
2024
Q2 		$709K Sell
8,249
-6,465
-44% -$541K 0.15% 142
2024
Q1 		$1.02M Buy
14,714
+5,633
+62% +$279K 0.24% 106
2023
Q4 		$350K Buy
+9,081
New +$316K 0.09% 229

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

Beverly Hills Private Wealth's VST Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Vistra (VST) stake by 707% in Q2 2026, buying an estimated $4.19M and bringing the position to 30,841 shares worth $4.89M. The position accounts for 0.93% of the portfolio, ranked #34.

Beverly Hills Private Wealth first reported a position in VST in Q4 2023 and has held it in 11 quarters since. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Beverly Hills Private Wealth held 30,841 shares of Vistra worth $4.89M as of Q2 2026.
  • Beverly Hills Private Wealth bought 27,018 Vistra shares in Q2 2026, an estimated $4.19M.
  • Vistra made up 0.93% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Beverly Hills Private Wealth first reported a position in Vistra in Q4 2023 and has held it in 11 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.