Choate Investment Advisors’s Vistra VST Stock Holding History

Choate Investment 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 Q2	$818K	Sell	5,158 -473	-8%	-$73.4K	0.01%	264
2026 Q1	$847K	Sell	5,631 -935	-14%	-$151K	0.02%	251
2025 Q4	$1.06M	Buy	6,566 +546	+9%	+$99.5K	0.02%	226
2025 Q3	$1.18M	Hold	6,020	–	–	0.02%	196
2025 Q2	$1.17M	Buy	6,020 +41	+0.7%	+$6.07K	0.03%	184
2025 Q1	$702K	Sell	5,979 -23	-0.4%	-$3.44K	0.02%	225
2024 Q4	$828K	Buy	6,002 +236	+4%	+$32.8K	0.02%	211
2024 Q3	$684K	Buy	5,766 +12	+0.2%	+$1.02K	0.02%	230
2024 Q2	$495K	Hold	5,754	–	–	0.01%	254
2024 Q1	$401K	Sell	5,754 -310	-5%	-$15.3K	0.01%	292
2023 Q4	$234K	Sell	6,064 -310	-5%	-$10.8K	0.01%	343
2023 Q3	$211K	Buy	+6,374	New	+$191K	0.01%	342

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

Choate Investment Advisors's VST Position: Q2 2026 in Review

Choate Investment Advisors reduced its Vistra (VST) stake by 8.4% in Q2 2026, selling an estimated $73.4K and leaving 5,158 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #264.

Choate Investment Advisors first reported a position in VST in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Choate Investment Advisors held 5,158 shares of Vistra worth $818K as of Q2 2026.
Choate Investment Advisors sold 473 Vistra shares in Q2 2026, an estimated $73.4K.
Vistra made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #264 holding.
Choate Investment Advisors first reported a position in Vistra in Q3 2023 and has held it in 12 quarters since.
Choate Investment Advisors's Vistra position peaked at $1.18M in Q3 2025.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.