Herold Advisors’s Vistra VST Stock Holding History

Herold 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	$613K	Buy	3,871 +48	+1%	+$7.45K	0.12%	161
2026 Q1	$575K	Buy	3,823 +948	+33%	+$153K	0.13%	161
2025 Q4	$464K	Sell	2,875 -20	-0.7%	-$3.64K	0.1%	173
2025 Q3	$567K	Buy	2,895 +94	+3%	+$18.6K	0.13%	152
2025 Q2	$543K	Buy	2,801 +221	+9%	+$32.7K	0.11%	181
2025 Q1	$303K	Buy	+2,580	New	+$385K	0.07%	216

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

Herold Advisors's VST Position: Q2 2026 in Review

Herold Advisors increased its Vistra (VST) stake by 1.3% in Q2 2026, buying an estimated $7.45K and bringing the position to 3,871 shares worth $613K. The position accounts for 0.12% of the portfolio, ranked #161.

Herold Advisors first reported a position in VST in Q1 2025 and has held it in 6 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Herold Advisors held 3,871 shares of Vistra worth $613K as of Q2 2026.
Herold Advisors bought 48 Vistra shares in Q2 2026, an estimated $7.45K.
Vistra made up 0.12% of Herold Advisors's portfolio in Q2 2026, its #161 holding.
Herold Advisors first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.