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Diversify Advisory Services’s Vistra VST Stock Holding History

Diversify Advisory Services’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 		$4.5M Buy
+28,656
New +$4.45M 0.08% 235
2026
Q1 		– Sell
-18,670
Closed -$3.11M – 851
2025
Q4 		$3.11M Buy
18,670
+9,273
+99% +$1.69M 0.1% 159
2025
Q3 		$1.81M Sell
9,397
-2,633
-22% -$522K 0.06% 227
2025
Q2 		$2.52M Buy
12,030
+9,719
+421% +$1.44M 0.1% 157
2025
Q1 		$299K Sell
2,311
-4,232
-65% -$632K 0.02% 497
2024
Q4 		$1.09M Buy
6,543
+2,511
+62% +$349K 0.06% 218
2024
Q3 		$504K Buy
+4,032
New +$342K 0.03% 377

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

Diversify Advisory Services's VST Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vistra (VST) in Q2 2026: 28,656 shares worth $4.5M. The stake represents 0.08% of the portfolio and ranks #235 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VST as recently as Q4 2025.

Diversify Advisory Services first reported a position in VST in Q3 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Diversify Advisory Services held 28,656 shares of Vistra worth $4.5M as of Q2 2026.
  • Vistra was a new Diversify Advisory Services position in Q2 2026.
  • Vistra made up 0.08% of Diversify Advisory Services's portfolio in Q2 2026, its #235 holding.
  • Diversify Advisory Services first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.