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Everhart Financial Group’s Vistra VST Stock Holding History

Everhart Financial Group’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 		$678K Sell
4,277
-227
-5% -$35.2K 0.04% 229
2026
Q1 		$677K Buy
4,504
+615
+16% +$99.5K 0.06% 227
2025
Q4 		$627K Sell
3,889
-226
-5% -$41.2K 0.06% 232
2025
Q3 		$806K Buy
4,115
+218
+6% +$43.2K 0.08% 182
2025
Q2 		$755K Buy
+3,897
New +$577K 0.09% 163
2025
Q1 		– Sell
-1,887
Closed -$260K – 349
2024
Q4 		$260K Buy
+1,887
New +$262K 0.05% 274

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's VST Position: Q2 2026 in Review

Everhart Financial Group reduced its Vistra (VST) stake by 5% in Q2 2026, selling an estimated $35.2K and leaving 4,277 shares worth $678K. The position accounts for 0.04% of the portfolio, ranked #229.

Everhart Financial Group first reported a position in VST in Q4 2024 and has held it in 6 quarters since. The position peaked at $806K in Q3 2025. 173 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Everhart Financial Group held 4,277 shares of Vistra worth $678K as of Q2 2026.
  • Everhart Financial Group sold 227 Vistra shares in Q2 2026, an estimated $35.2K.
  • Vistra made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #229 holding.
  • Everhart Financial Group first reported a position in Vistra in Q4 2024 and has held it in 6 quarters since.
  • Everhart Financial Group's Vistra position peaked at $806K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.