FDW
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Fourth Dimension Wealth’s Vistra VST Stock Holding History

Fourth Dimension 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 		$86.5K Sell
545
-492
-47% -$76.3K 0.03% 208
2026
Q1 		$156K Buy
1,037
+263
+34% +$42.6K 0.06% 151
2025
Q4 		$125K Sell
774
-12
-2% -$2.19K 0.05% 164
2025
Q3 		$154K Buy
786
+1
+0.1% +$198 0.06% 147
2025
Q2 		$152K Buy
785
+424
+117% +$62.7K 0.06% 148
2025
Q1 		$42.4K Sell
361
-260
-42% -$38.8K 0.02% 233
2024
Q4 		$85.6K Buy
+621
New +$86.2K 0.04% 170

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

Fourth Dimension Wealth's VST Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Vistra (VST) stake by 47% in Q2 2026, selling an estimated $76.3K and leaving 545 shares worth $86.5K. The position accounts for 0.03% of the portfolio, ranked #208.

Fourth Dimension Wealth first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Fourth Dimension Wealth held 545 shares of Vistra worth $86.5K as of Q2 2026.
  • Fourth Dimension Wealth sold 492 Vistra shares in Q2 2026, an estimated $76.3K.
  • Vistra made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #208 holding.
  • Fourth Dimension Wealth first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Vistra position peaked at $156K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.