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Cornerstone Planning Group’s Vistra VST Stock Holding History

Cornerstone Planning 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 		$15.4K Buy
92
+5
+6% +$776 ﹤0.01% 756
2026
Q1 		$13.8K Buy
87
+3
+4% +$486 ﹤0.01% 802
2025
Q4 		$14K Sell
84
-578
-87% -$105K ﹤0.01% 698
2025
Q3 		$24.8K Buy
662
+585
+760% +$116K ﹤0.01% 514
2025
Q2 		$16.2K Buy
77
+19
+33% +$2.81K ﹤0.01% 457
2025
Q1 		$7.01K Buy
58
+22
+61% +$3.29K ﹤0.01% 648
2024
Q4 		$4.98K Buy
36
+4
+13% +$555 ﹤0.01% 578
2024
Q3 		$4.09K Buy
32
+14
+78% +$1.19K ﹤0.01% 610
2024
Q2 		$1.22K Hold
18
– – ﹤0.01% 894
2024
Q1 		$1.41K Buy
18
+1
+6% +$49 ﹤0.01% 719
2023
Q4 		$659 Hold
17
– – ﹤0.01% 756
2023
Q3 		$564 Buy
+17
New +$510 ﹤0.01% 877

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

Cornerstone Planning Group's VST Position: Q2 2026 in Review

Cornerstone Planning Group increased its Vistra (VST) stake by 5.7% in Q2 2026, buying an estimated $776 and bringing the position to 92 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Cornerstone Planning Group first reported a position in VST in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.8K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Cornerstone Planning Group held 92 shares of Vistra worth $15.4K as of Q2 2026.
  • Cornerstone Planning Group bought 5 Vistra shares in Q2 2026, an estimated $776.
  • Vistra made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #756 holding.
  • Cornerstone Planning Group first reported a position in Vistra in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Vistra position peaked at $24.8K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.