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Evolve Private Wealth’s Vistra VST Stock Holding History

Evolve Private Wealth’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 		$5.1M Sell
32,163
-3,042
-9% -$472K 0.31% 52
2026
Q1 		$5.29M Sell
35,205
-212
-0.6% -$34.3K 0.28% 59
2025
Q4 		$5.71M Buy
+35,417
New +$6.45M 0.34% 50

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's VST Position: Q2 2026 in Review

Evolve Private Wealth reduced its Vistra (VST) stake by 8.6% in Q2 2026, selling an estimated $472K and leaving 32,163 shares worth $5.1M. The position accounts for 0.31% of the portfolio, ranked #52.

Evolve Private Wealth first reported a position in VST in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.71M in Q4 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Evolve Private Wealth held 32,163 shares of Vistra worth $5.1M as of Q2 2026.
  • Evolve Private Wealth sold 3,042 Vistra shares in Q2 2026, an estimated $472K.
  • Vistra made up 0.31% of Evolve Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Evolve Private Wealth first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Vistra position peaked at $5.71M in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.