HWM
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HB Wealth Management’s Vistra VST Stock Holding History

HB Wealth Management’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 		$1.68M Sell
10,593
-310
-3% -$48.1K 0.01% 527
2026
Q1 		$1.64M Buy
10,903
+993
+10% +$161K 0.01% 489
2025
Q4 		$1.6M Buy
9,910
+649
+7% +$118K 0.01% 467
2025
Q3 		$1.81M Buy
9,261
+1,176
+15% +$233K 0.01% 429
2025
Q2 		$1.57M Sell
8,085
-62
-0.8% -$9.17K 0.01% 425
2025
Q1 		$957K Buy
8,147
+2,949
+57% +$441K 0.01% 551
2024
Q4 		$717K Buy
5,198
+2,271
+78% +$315K 0.01% 501
2024
Q3 		$347K Buy
+2,927
New +$248K ﹤0.01% 711

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

HB Wealth Management's VST Position: Q2 2026 in Review

HB Wealth Management reduced its Vistra (VST) stake by 2.8% in Q2 2026, selling an estimated $48.1K and leaving 10,593 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #527.

HB Wealth Management first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • HB Wealth Management held 10,593 shares of Vistra worth $1.68M as of Q2 2026.
  • HB Wealth Management sold 310 Vistra shares in Q2 2026, an estimated $48.1K.
  • Vistra made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #527 holding.
  • HB Wealth Management first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Vistra position peaked at $1.81M in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.