HHGA
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Halbert Hargrove Global Advisors’s Vistra VST Stock Holding History

Halbert Hargrove Global 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 		$4.39K Buy
+28
New +$4.34K ﹤0.01% 352
2025
Q4 		– Sell
-8
Closed -$1.57K – 737
2025
Q3 		$1.57K Buy
+8
New +$1.58K ﹤0.01% 613
2025
Q2 		– Sell
-3
Closed -$322 – 653
2025
Q1 		$322 Buy
+3
New +$448 ﹤0.01% 549

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

Halbert Hargrove Global Advisors's VST Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Vistra (VST) in Q2 2026: 28 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in VST as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in VST in Q1 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Halbert Hargrove Global Advisors held 28 shares of Vistra worth $4.39K as of Q2 2026.
  • Vistra was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Vistra made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #352 holding.
  • Halbert Hargrove Global Advisors first reported a position in Vistra in Q1 2025 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.