IWA
VST icon

Icon Wealth Advisors’s Vistra VST Stock Holding History

Icon Wealth 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 		$211K Buy
+1,327
New +$206K 0.01% 399
2025
Q4 		– Sell
-1,127
Closed -$221K – 524
2025
Q3 		$221K Buy
1,127
+141
+14% +$27.9K 0.02% 357
2025
Q2 		$191K Buy
+986
New +$146K 0.01% 380

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

Icon Wealth Advisors's VST Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in Vistra (VST) in Q2 2026: 1,327 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in VST as recently as Q3 2025.

Icon Wealth Advisors first reported a position in VST in Q2 2025 and has held it in 3 quarters since. The position peaked at $221K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Icon Wealth Advisors held 1,327 shares of Vistra worth $211K as of Q2 2026.
  • Vistra was a new Icon Wealth Advisors position in Q2 2026.
  • Vistra made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #399 holding.
  • Icon Wealth Advisors first reported a position in Vistra in Q2 2025 and has held it in 3 quarters since.
  • Icon Wealth Advisors's Vistra position peaked at $221K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.