Cornerstone Planning’s Vistra VST Stock Holding History

Cornerstone 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	$913K	Buy	5,755 +98	+2%	+$15.2K	0.21%	94
2026 Q1	$851K	Buy	5,657 +1,496	+36%	+$242K	0.19%	102
2025 Q4	$659K	Buy	+4,161	New	+$758K	0.15%	98

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

Cornerstone Planning's VST Position: Q2 2026 in Review

Cornerstone Planning increased its Vistra (VST) stake by 1.7% in Q2 2026, buying an estimated $15.2K and bringing the position to 5,755 shares worth $913K. The position accounts for 0.21% of the portfolio, ranked #94.

Cornerstone Planning first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,396 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Cornerstone Planning held 5,755 shares of Vistra worth $913K as of Q2 2026.
Cornerstone Planning bought 98 Vistra shares in Q2 2026, an estimated $15.2K.
Vistra made up 0.21% of Cornerstone Planning's portfolio in Q2 2026, its #94 holding.
Cornerstone Planning first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,396 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.