EWA
VST icon

EP Wealth Advisors’s Vistra VST Stock Holding History

EP Wealth Advisors’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 		$30M Buy
189,132
+178,303
+1,647% +$27.7M 0.11% 135
2026
Q1 		$1.63M Buy
10,829
+2,509
+30% +$406K 0.01% 523
2025
Q4 		$1.34M Buy
+8,320
New +$1.52M 0.01% 535
2025
Q2 		$1.77M Buy
9,153
+446
+5% +$66K 0.01% 437
2025
Q1 		$1.02M Buy
8,707
+727
+9% +$109K 0.01% 495
2024
Q4 		$1.1M Buy
7,980
+125
+2% +$17.4K 0.01% 477
2024
Q3 		$931K Buy
+7,855
New +$667K 0.01% 515

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

EP Wealth Advisors's VST Position: Q2 2026 in Review

EP Wealth Advisors increased its Vistra (VST) stake by 1,647% in Q2 2026, buying an estimated $27.7M and bringing the position to 189,132 shares worth $30M. The position accounts for 0.11% of the portfolio, ranked #135.

EP Wealth Advisors 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.

  • EP Wealth Advisors held 189,132 shares of Vistra worth $30M as of Q2 2026.
  • EP Wealth Advisors bought 178,303 Vistra shares in Q2 2026, an estimated $27.7M.
  • Vistra made up 0.11% of EP Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • EP Wealth Advisors 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.