Intentional Wealth Strategies’s Vistra VST Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-2	Closed	-$301	–	874
2026 Q1	$301	Buy	+2	New	+$324	﹤0.01%	905

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Intentional Wealth Strategies's VST Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Vistra (VST) in Q2 2026, closing a stake of 2 shares — an estimated $301 sold.

Intentional Wealth Strategies first reported a position in VST in Q1 2026 and held it in 1 quarter. The position peaked at $301 in Q1 2026. 1,314 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Intentional Wealth Strategies reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 2 Vistra shares in Q2 2026, an estimated $301.
Intentional Wealth Strategies first reported a position in Vistra in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Vistra position peaked at $301 in Q1 2026.
1,314 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.