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Clearstead Advisors’s Vistra VST Stock Holding History

Clearstead 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 		$609K Buy
3,839
+3,334
+660% +$517K 0.01% 686
2026
Q1 		$75.9K Sell
505
-732
-59% -$118K ﹤0.01% 1209
2025
Q4 		$200K Buy
1,237
+429
+53% +$78.1K ﹤0.01% 937
2025
Q3 		$158K Sell
808
-14
-2% -$2.77K ﹤0.01% 931
2025
Q2 		$159K Buy
822
+387
+89% +$57.3K ﹤0.01% 938
2025
Q1 		$51.1K Buy
435
+90
+26% +$13.4K ﹤0.01% 1168
2024
Q4 		$47.6K Buy
+345
New +$47.9K ﹤0.01% 1169

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 $3.37T AUM 44.26% 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

Clearstead Advisors's VST Position: Q2 2026 in Review

Clearstead Advisors increased its Vistra (VST) stake by 660% in Q2 2026, buying an estimated $517K and bringing the position to 3,839 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #686.

Clearstead Advisors first reported a position in VST in Q4 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Clearstead Advisors held 3,839 shares of Vistra worth $609K as of Q2 2026.
  • Clearstead Advisors bought 3,334 Vistra shares in Q2 2026, an estimated $517K.
  • Vistra made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #686 holding.
  • Clearstead Advisors first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.