Blue Zone Wealth Advisors’s Vistra VST Stock Holding History

Blue Zone Wealth Advisors’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 Q3	$5.61M	Buy	+40,532	New	+$5.96M	0.88%	32

Other funds holding VST

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Blue Zone Wealth Advisors's VST Position: Q3 2026 in Review

Blue Zone Wealth Advisors opened a new position in Vistra (VST) in Q3 2026: 40,532 shares worth $5.61M. The stake represents 0.88% of the portfolio and ranks #32 among its holdings.

222 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Blue Zone Wealth Advisors held 40,532 shares of Vistra worth $5.61M as of Q3 2026.
Vistra was a new Blue Zone Wealth Advisors position in Q3 2026.
Vistra made up 0.88% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #32 holding.
222 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.