Chung Wu Investment Group’s Vistra VST Stock Holding History

Chung Wu Investment Group’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	–	Sell	-5,480	Closed	-$824K	–	307
2026 Q1	$824K	Sell	5,480 -690	-11%	-$112K	0.71%	33
2025 Q4	$995K	Sell	6,170 -1,395	-18%	-$254K	0.81%	28
2025 Q3	$1.48M	Buy	7,565 +2,140	+39%	+$424K	1.23%	20
2025 Q2	$1.05M	Buy	+5,425	New	+$803K	1.1%	21
2025 Q1	–	Sell	-4,450	Closed	-$614K	–	91
2024 Q4	$614K	Buy	+4,450	New	+$618K	0.62%	34

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

Chung Wu Investment Group's VST Position: Q2 2026 in Review

Chung Wu Investment Group sold out of Vistra (VST) in Q2 2026, closing a stake of 5,480 shares — an estimated $824K sold.

Chung Wu Investment Group first reported a position in VST in Q4 2024 and held it in 5 quarters. The position peaked at $1.48M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Chung Wu Investment Group reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Chung Wu Investment Group sold 5,480 Vistra shares in Q2 2026, an estimated $824K.
Chung Wu Investment Group first reported a position in Vistra in Q4 2024 and held it in 5 quarters.
Chung Wu Investment Group's Vistra position peaked at $1.48M in Q3 2025.
1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.