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Crewe Advisors’s Vistra VST Stock Holding History

Crewe Advisors’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 		$4.92K Buy
31
+20
+182% +$3.1K ﹤0.01% 886
2026
Q1 		$1.65K Buy
11
+5
+83% +$809 ﹤0.01% 918
2025
Q4 		$968 Buy
+6
New +$1.09K ﹤0.01% 992
2024
Q2 		– Sell
-89
Closed -$6.2K – 1050
2024
Q1 		$6.2K Buy
+89
New +$4.4K ﹤0.01% 691
2023
Q3 		– Sell
-5
Closed -$132 – 916
2023
Q2 		$132 Buy
+5
New +$122 ﹤0.01% 806
2022
Q4 		– Sell
-153
Closed -$3K – 1293
2022
Q3 		$3K Hold
153
– – ﹤0.01% 997
2022
Q2 		$3K Buy
+153
New +$3.78K ﹤0.01% 931
2020
Q4 		– Sell
-185
Closed -$3K – 647
2020
Q3 		$3K Buy
+185
New +$3.49K ﹤0.01% 461

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

Crewe Advisors's VST Position: Q2 2026 in Review

Crewe Advisors increased its Vistra (VST) stake by 182% in Q2 2026, buying an estimated $3.1K and bringing the position to 31 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Crewe Advisors first reported a position in VST in Q3 2020 and has held it in 8 quarters since. The position peaked at $6.2K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Crewe Advisors held 31 shares of Vistra worth $4.92K as of Q2 2026.
  • Crewe Advisors bought 20 Vistra shares in Q2 2026, an estimated $3.1K.
  • Vistra made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #886 holding.
  • Crewe Advisors first reported a position in Vistra in Q3 2020 and has held it in 8 quarters since.
  • Crewe Advisors's Vistra position peaked at $6.2K in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.