EverSource Wealth Advisors’s Vistra VST Stock Holding History

EverSource 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	$622K	Sell	3,922 -308	-7%	-$47.8K	0.02%	487
2026 Q1	$636K	Sell	4,230 -180	-4%	-$29.1K	0.02%	511
2025 Q4	$711K	Sell	4,410 -396	-8%	-$72.1K	0.03%	423
2025 Q3	$942K	Buy	4,806 +919	+24%	+$182K	0.04%	323
2025 Q2	$753K	Buy	3,887 +875	+29%	+$129K	0.03%	346
2025 Q1	$354K	Sell	3,012 -230	-7%	-$34.4K	0.02%	469
2024 Q4	$447K	Buy	3,242 +266	+9%	+$36.9K	0.03%	399
2024 Q3	$353K	Buy	2,976 +269	+10%	+$22.8K	0.02%	406
2024 Q2	$214K	Buy	2,707 +1,732	+178%	+$145K	0.01%	537
2024 Q1	$74K	Buy	975 +572	+142%	+$28.3K	0.01%	825
2023 Q4	$15.5K	Buy	403 +375	+1,339%	+$13K	﹤0.01%	1361
2023 Q3	$939	Hold	28	–	–	﹤0.01%	2253
2023 Q2	$740	Buy	28 +21	+300%	+$513	﹤0.01%	2287
2023 Q1	$168	Buy	+7	New	+$162	﹤0.01%	2312

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

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

EverSource Wealth Advisors reduced its Vistra (VST) stake by 7.3% in Q2 2026, selling an estimated $47.8K and leaving 3,922 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #487.

EverSource Wealth Advisors first reported a position in VST in Q1 2023 and has held it in 14 quarters since. The position peaked at $942K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

EverSource Wealth Advisors held 3,922 shares of Vistra worth $622K as of Q2 2026.
EverSource Wealth Advisors sold 308 Vistra shares in Q2 2026, an estimated $47.8K.
Vistra made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #487 holding.
EverSource Wealth Advisors first reported a position in Vistra in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Vistra position peaked at $942K in Q3 2025.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.