Cerity Partners
VST icon

Cerity Partners’s Vistra VST Stock Holding History

Cerity Partners’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 		$5.39M Sell
33,990
-730
-2% -$113K 0.01% 1059
2026
Q1 		$5.22M Buy
34,720
+6,321
+22% +$1.02M 0.01% 988
2025
Q4 		$4.58M Sell
28,399
-3,177
-10% -$579K 0.01% 958
2025
Q3 		$6.19M Sell
31,576
-595
-2% -$118K 0.01% 768
2025
Q2 		$6.23M Buy
32,171
+8,378
+35% +$1.24M 0.01% 718
2025
Q1 		$2.79M Sell
23,793
-28,041
-54% -$4.19M 0.01% 967
2024
Q4 		$6.98M Sell
51,834
-434
-0.8% -$60.3K 0.02% 603
2024
Q3 		$6.2M Buy
52,268
+4,778
+10% +$406K 0.01% 630
2024
Q2 		$4.08M Sell
47,490
-4,859
-9% -$407K 0.01% 667
2024
Q1 		$3.65M Buy
+52,349
New +$2.59M 0.01% 757
2020
Q1 		– Sell
-9,002
Closed -$207K – 525
2019
Q4 		$207K Hold
9,002
– – 0.01% 501
2019
Q3 		$241K Buy
9,002
+26
+0.3% +$618 0.01% 429
2019
Q2 		$203K Sell
8,976
-716
-7% -$17.9K 0.01% 452
2019
Q1 		$252K Buy
9,692
+360
+4% +$9.08K 0.02% 454
2018
Q4 		$214K Sell
9,332
-1,116
-11% -$26.3K 0.01% 473
2018
Q3 		$260K Buy
10,448
+103
+1% +$2.37K 0.02% 449
2018
Q2 		$245K Buy
+10,345
New +$238K 0.02% 472

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

Cerity Partners's VST Position: Q2 2026 in Review

Cerity Partners reduced its Vistra (VST) stake by 2.1% in Q2 2026, selling an estimated $113K and leaving 33,990 shares worth $5.39M. The position accounts for 0.01% of the portfolio, ranked #1059.

Cerity Partners first reported a position in VST in Q2 2018 and has held it in 17 quarters since. The position peaked at $6.98M in Q4 2024. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Cerity Partners held 33,990 shares of Vistra worth $5.39M as of Q2 2026.
  • Cerity Partners sold 730 Vistra shares in Q2 2026, an estimated $113K.
  • Vistra made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1059 holding.
  • Cerity Partners first reported a position in Vistra in Q2 2018 and has held it in 17 quarters since.
  • Cerity Partners's Vistra position peaked at $6.98M in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.