J. Safra Sarasin Holding’s Vistra VST Stock Holding History

J. Safra Sarasin Holding’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	$3.75M	Buy	24,768 +1,930	+8%	+$299K	0.05%	182
2026 Q1	$3.43M	Buy	22,838 +1,736	+8%	+$281K	0.06%	148
2025 Q4	$3.4M	Buy	21,102 +2,249	+12%	+$410K	0.06%	157
2025 Q3	$3.69M	Sell	18,853 -3,266	-15%	-$647K	0.06%	157
2025 Q2	$4.29M	Sell	22,119 -492	-2%	-$72.8K	0.07%	145
2025 Q1	$2.66M	Sell	22,611 -661	-3%	-$98.8K	0.05%	187
2024 Q4	$3.21M	Sell	23,272 -23,264	-50%	-$3.23M	0.05%	169
2024 Q3	$5.52M	Sell	46,536 -3,473	-7%	-$295K	0.1%	129
2024 Q2	$4.3M	Buy	+50,009	New	+$4.19M	0.08%	142

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

J. Safra Sarasin Holding's VST Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Vistra (VST) stake by 8.5% in Q2 2026, buying an estimated $299K and bringing the position to 24,768 shares worth $3.75M. The position accounts for 0.05% of the portfolio, ranked #182.

J. Safra Sarasin Holding first reported a position in VST in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.52M in Q3 2024. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

J. Safra Sarasin Holding held 24,768 shares of Vistra worth $3.75M as of Q2 2026.
J. Safra Sarasin Holding bought 1,930 Vistra shares in Q2 2026, an estimated $299K.
Vistra made up 0.05% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #182 holding.
J. Safra Sarasin Holding first reported a position in Vistra in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's Vistra position peaked at $5.52M in Q3 2024.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.