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Dynasty Wealth Management’s Vistra VST Stock Holding History

Dynasty 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 		$557K Sell
3,511
-1,290
-27% -$200K ﹤0.01% 244
2026
Q1 		$722K Buy
4,801
+2,326
+94% +$376K 0.01% 201
2025
Q4 		$399K Buy
2,475
+147
+6% +$26.8K ﹤0.01% 255
2025
Q3 		$456K Buy
2,328
+765
+49% +$152K 0.01% 228
2025
Q2 		$303K Sell
1,563
-703
-31% -$104K 0.01% 210
2025
Q1 		$266K Buy
2,266
+105
+5% +$15.7K ﹤0.01% 234
2024
Q4 		$298K Buy
2,161
+218
+11% +$30.3K 0.01% 227
2024
Q3 		$230K Buy
+1,943
New +$165K 0.01% 216

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

Dynasty Wealth Management's VST Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Vistra (VST) stake by 27% in Q2 2026, selling an estimated $200K and leaving 3,511 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Dynasty Wealth Management first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $722K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Dynasty Wealth Management held 3,511 shares of Vistra worth $557K as of Q2 2026.
  • Dynasty Wealth Management sold 1,290 Vistra shares in Q2 2026, an estimated $200K.
  • Vistra made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Dynasty Wealth Management first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • Dynasty Wealth Management's Vistra position peaked at $722K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.