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Concord Wealth Partners’s Vistra VST Stock Holding History

Concord Wealth 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 		$159 Buy
+1
New +$155 ﹤0.01% 852
2026
Q1 		– Sell
-1
Closed -$161 – 776
2025
Q4 		$161 Sell
1
-376
-100% -$68.5K ﹤0.01% 809
2025
Q3 		$73.8K Hold
377
– – 0.01% 289
2025
Q2 		$73K Buy
+377
New +$55.8K 0.01% 298

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

Concord Wealth Partners's VST Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vistra (VST) in Q2 2026: 1 share worth $159. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VST as recently as Q4 2025.

Concord Wealth Partners first reported a position in VST in Q2 2025 and has held it in 4 quarters since. The position peaked at $73.8K in Q3 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Concord Wealth Partners held 1 share of Vistra worth $159 as of Q2 2026.
  • Vistra was a new Concord Wealth Partners position in Q2 2026.
  • Vistra made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #852 holding.
  • Concord Wealth Partners first reported a position in Vistra in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's Vistra position peaked at $73.8K in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.