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Cromwell Holdings’s Vistra VST Stock Holding History

Cromwell Holdings’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 		$180K Buy
1,134
+55
+5% +$8.53K 0.08% 237
2026
Q1 		$162K Hold
1,079
– – 0.09% 220
2025
Q4 		$174K Hold
1,079
– – 0.1% 205
2025
Q3 		$211K Hold
1,079
– – 0.11% 168
2025
Q2 		$209K Buy
1,079
+399
+59% +$59K 0.13% 160
2025
Q1 		$79.9K Buy
680
+14
+2% +$2.09K 0.05% 334
2024
Q4 		$91.8K Hold
666
– – 0.05% 307
2024
Q3 		$78.9K Buy
+666
New +$56.5K 0.05% 343

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Cromwell Holdings's VST Position: Q2 2026 in Review

Cromwell Holdings increased its Vistra (VST) stake by 5.1% in Q2 2026, buying an estimated $8.53K and bringing the position to 1,134 shares worth $180K. The position accounts for 0.08% of the portfolio, ranked #237.

Cromwell Holdings first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $211K in Q3 2025. 241 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Cromwell Holdings held 1,134 shares of Vistra worth $180K as of Q2 2026.
  • Cromwell Holdings bought 55 Vistra shares in Q2 2026, an estimated $8.53K.
  • Vistra made up 0.08% of Cromwell Holdings's portfolio in Q2 2026, its #237 holding.
  • Cromwell Holdings first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • Cromwell Holdings's Vistra position peaked at $211K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.