Gradient Investments’s Vistra VST Stock Holding History

Gradient Investments’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	$2.21M	Buy	13,929 +3,617	+35%	+$561K	0.03%	258
2026 Q1	$1.55M	Buy	+10,312	New	+$1.67M	0.02%	277
2024 Q1	–	Sell	-25	Closed	-$963	–	1834
2023 Q4	$963	Buy	+25	New	+$870	﹤0.01%	1437

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

Gradient Investments's VST Position: Q2 2026 in Review

Gradient Investments increased its Vistra (VST) stake by 35% in Q2 2026, buying an estimated $561K and bringing the position to 13,929 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #258.

Gradient Investments first reported a position in VST in Q4 2023 and has held it in 3 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Gradient Investments held 13,929 shares of Vistra worth $2.21M as of Q2 2026.
Gradient Investments bought 3,617 Vistra shares in Q2 2026, an estimated $561K.
Vistra made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #258 holding.
Gradient Investments first reported a position in Vistra in Q4 2023 and has held it in 3 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.