Curio Wealth’s Vistra VST Stock Holding History

Curio Wealth’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	–	Sell	-5	Closed	-$752	–	1129
2026 Q1	$752	Buy	+5	New	+$809	﹤0.01%	427

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

Curio Wealth's VST Position: Q2 2026 in Review

Curio Wealth sold out of Vistra (VST) in Q2 2026, closing a stake of 5 shares — an estimated $752 sold.

Curio Wealth first reported a position in VST in Q1 2026 and held it in 1 quarter. The position peaked at $752 in Q1 2026. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Curio Wealth reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 Vistra shares in Q2 2026, an estimated $752.
Curio Wealth first reported a position in Vistra in Q1 2026 and held it in 1 quarter.
Curio Wealth's Vistra position peaked at $752 in Q1 2026.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.