Fortitude Advisory Group’s Vistra VST Stock Holding History

Fortitude Advisory 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	–	Sell	-4,041	Closed	-$607K	–	251
2026 Q1	$607K	Buy	+4,041	New	+$654K	0.27%	77
2022 Q2	–	Sell	-174	Closed	-$4K	–	1276
2022 Q1	$4K	Hold	174	–	–	﹤0.01%	1226
2021 Q4	$4K	Buy	+174	New	+$3.49K	﹤0.01%	1264

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

Fortitude Advisory Group's VST Position: Q2 2026 in Review

Fortitude Advisory Group sold out of Vistra (VST) in Q2 2026, closing a stake of 4,041 shares — an estimated $607K sold.

Fortitude Advisory Group first reported a position in VST in Q4 2021 and held it in 3 quarters. The position peaked at $607K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Fortitude Advisory Group reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Fortitude Advisory Group sold 4,041 Vistra shares in Q2 2026, an estimated $607K.
Fortitude Advisory Group first reported a position in Vistra in Q4 2021 and held it in 3 quarters.
Fortitude Advisory Group's Vistra position peaked at $607K in Q1 2026.
1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.