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Diversify Wealth Management’s Vistra VST Stock Holding History

Diversify Wealth Management’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
+1,112
+4% +$173K 0.08% 235
2026
Q1 		$4.24M Buy
27,544
+6,204
+29% +$1M 0.08% 230
2025
Q4 		$3.66M Sell
21,340
-218
-1% -$39.7K 0.17% 155
2025
Q3 		$4.16M Buy
21,558
+841
+4% +$167K 0.24% 120
2025
Q2 		$4.34M Buy
20,717
+591
+3% +$87.5K 0.27% 112
2025
Q1 		$2.6M Buy
+20,126
New +$3.01M 0.19% 141

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 $3.38T AUM 44.17% 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 Wealth Management's VST Position: Q2 2026 in Review

Diversify Wealth Management increased its Vistra (VST) stake by 4% in Q2 2026, buying an estimated $173K and bringing the position to 28,656 shares worth $4.5M. The position accounts for 0.08% of the portfolio, ranked #235.

Diversify Wealth Management first reported a position in VST in Q1 2025 and has held it in 6 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Diversify Wealth Management held 28,656 shares of Vistra worth $4.5M as of Q2 2026.
  • Diversify Wealth Management bought 1,112 Vistra shares in Q2 2026, an estimated $173K.
  • Vistra made up 0.08% of Diversify Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Diversify Wealth Management first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.