Elm Partners Management’s Vistra VST Stock Holding History

Elm Partners 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	$445K	Sell	2,808 -87	-3%	-$13.5K	0.02%	112
2026 Q1	$427K	Buy	2,895 +94	+3%	+$15.2K	0.02%	105
2025 Q4	$452K	Hold	2,801	–	–	0.02%	101
2025 Q3	$549K	Sell	2,801 -935	-25%	-$185K	0.03%	93
2025 Q2	$724K	Buy	+3,736	New	+$553K	0.04%	65

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

Elm Partners Management's VST Position: Q2 2026 in Review

Elm Partners Management reduced its Vistra (VST) stake by 3% in Q2 2026, selling an estimated $13.5K and leaving 2,808 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #112.

Elm Partners Management first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $724K in Q2 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Elm Partners Management held 2,808 shares of Vistra worth $445K as of Q2 2026.
Elm Partners Management sold 87 Vistra shares in Q2 2026, an estimated $13.5K.
Vistra made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #112 holding.
Elm Partners Management first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
Elm Partners Management's Vistra position peaked at $724K in Q2 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.