BIP Wealth’s Vistra VST Stock Holding History

BIP 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	$221K	Sell	1,393 -970	-41%	-$150K	0.01%	524
2026 Q1	$355K	Sell	2,363 -15	-0.6%	-$2.43K	0.01%	344
2025 Q4	$384K	Buy	+2,378	New	+$433K	0.01%	331

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

BIP Wealth's VST Position: Q2 2026 in Review

BIP Wealth reduced its Vistra (VST) stake by 41% in Q2 2026, selling an estimated $150K and leaving 1,393 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #524.

BIP Wealth first reported a position in VST in Q4 2025 and has held it in 3 quarters since. The position peaked at $384K in Q4 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

BIP Wealth held 1,393 shares of Vistra worth $221K as of Q2 2026.
BIP Wealth sold 970 Vistra shares in Q2 2026, an estimated $150K.
Vistra made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #524 holding.
BIP Wealth first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
BIP Wealth's Vistra position peaked at $384K in Q4 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.