Comprehensive Financial Planning’s Vistra VST Stock Holding History

Comprehensive Financial Planning’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	$277K	Sell	1,744 -135	-7%	-$20.9K	0.15%	109
2026 Q1	$283K	Sell	1,879 -1,199	-39%	-$194K	0.2%	90
2025 Q4	$497K	Buy	3,078 +42	+1%	+$7.65K	0.33%	66
2025 Q3	$595K	Buy	3,036 +354	+13%	+$70.1K	0.41%	56
2025 Q2	$520K	Buy	2,682 +2,229	+492%	+$330K	0.41%	58
2025 Q1	$53.3K	Buy	453 +253	+127%	+$37.8K	0.05%	135
2024 Q4	$27.6K	Buy	+200	New	+$27.8K	0.02%	186

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

Comprehensive Financial Planning's VST Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Vistra (VST) stake by 7.2% in Q2 2026, selling an estimated $20.9K and leaving 1,744 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #109.

Comprehensive Financial Planning first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $595K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Comprehensive Financial Planning held 1,744 shares of Vistra worth $277K as of Q2 2026.
Comprehensive Financial Planning sold 135 Vistra shares in Q2 2026, an estimated $20.9K.
Vistra made up 0.15% of Comprehensive Financial Planning's portfolio in Q2 2026, its #109 holding.
Comprehensive Financial Planning first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Vistra position peaked at $595K in Q3 2025.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.