Investment Partners’s Vistra VST Stock Holding History

Investment Partners’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	$362K	Sell	2,285 -405	-15%	-$62.8K	0.11%	131
2026 Q1	$404K	Buy	2,690 +4	+0.1%	+$647	0.14%	118
2025 Q4	$433K	Buy	2,686 +131	+5%	+$23.9K	0.15%	107
2025 Q3	$501K	Buy	2,555 +3	+0.1%	+$594	0.18%	100
2025 Q2	$495K	Buy	2,552 +2	+0.1%	+$296	0.19%	99
2025 Q1	$299K	Buy	+2,550	New	+$381K	0.12%	125

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

Investment Partners's VST Position: Q2 2026 in Review

Investment Partners reduced its Vistra (VST) stake by 15% in Q2 2026, selling an estimated $62.8K and leaving 2,285 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #131.

Investment Partners first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $501K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Investment Partners held 2,285 shares of Vistra worth $362K as of Q2 2026.
Investment Partners sold 405 Vistra shares in Q2 2026, an estimated $62.8K.
Vistra made up 0.11% of Investment Partners's portfolio in Q2 2026, its #131 holding.
Investment Partners first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
Investment Partners's Vistra position peaked at $501K in Q3 2025.
1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.