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Crestwood Advisors Group’s Vistra VST Stock Holding History

Crestwood Advisors 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 		$308K Buy
1,944
+71
+4% +$11K ﹤0.01% 668
2026
Q1 		$282K Buy
1,873
+273
+17% +$44.2K ﹤0.01% 605
2025
Q4 		$258K Buy
1,600
+95
+6% +$17.3K ﹤0.01% 572
2025
Q3 		$295K Buy
1,505
+320
+27% +$63.4K 0.01% 469
2025
Q2 		$230K Buy
+1,185
New +$175K ﹤0.01% 494
2025
Q1 		– Sell
-1,513
Closed -$209K – 515
2024
Q4 		$209K Buy
+1,513
New +$210K ﹤0.01% 442

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

Crestwood Advisors Group's VST Position: Q2 2026 in Review

Crestwood Advisors Group increased its Vistra (VST) stake by 3.8% in Q2 2026, buying an estimated $11K and bringing the position to 1,944 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Crestwood Advisors Group first reported a position in VST in Q4 2024 and has held it in 6 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Crestwood Advisors Group held 1,944 shares of Vistra worth $308K as of Q2 2026.
  • Crestwood Advisors Group bought 71 Vistra shares in Q2 2026, an estimated $11K.
  • Vistra made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #668 holding.
  • Crestwood Advisors Group first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.