BWM
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Bullock Wealth Management’s Vistra VST Stock Holding History

Bullock 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 		$1.54K Hold
10
– – ﹤0.01% 561
2026
Q1 		$1.55K Hold
10
– – ﹤0.01% 570
2025
Q4 		$1.62K Hold
10
– – ﹤0.01% 529
2025
Q3 		$2.02K Hold
10
– – ﹤0.01% 533
2025
Q2 		$1.86K Hold
10
– – ﹤0.01% 505
2025
Q1 		$1.23K Buy
+10
New +$1.49K ﹤0.01% 524

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's VST Position: Q2 2026 in Review

Bullock Wealth Management held its Vistra (VST) position steady in Q2 2026 at 10 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Bullock Wealth Management first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.02K in Q3 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Bullock Wealth Management held 10 shares of Vistra worth $1.54K as of Q2 2026.
  • Bullock Wealth Management left its Vistra share count unchanged in Q2 2026.
  • Vistra made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Bullock Wealth Management first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • Bullock Wealth Management's Vistra position peaked at $2.02K in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.