Connecticut Wealth Management’s Vistra VST Stock Holding History

Connecticut Wealth Management’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	$333K	Sell	2,101 -12	-0.6%	-$1.86K	0.01%	283
2026 Q1	$318K	Buy	+2,113	New	+$342K	0.01%	271

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

Connecticut Wealth Management's VST Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Vistra (VST) stake by 0.57% in Q2 2026, selling an estimated $1.86K and leaving 2,101 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #283.

Connecticut Wealth Management first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Connecticut Wealth Management held 2,101 shares of Vistra worth $333K as of Q2 2026.
Connecticut Wealth Management sold 12 Vistra shares in Q2 2026, an estimated $1.86K.
Vistra made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #283 holding.
Connecticut Wealth Management first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.