Lake Street Private Wealth’s Vistra VST Stock Holding History

Lake Street Private Wealth’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	$4.8M	Sell	30,256 -179	-0.6%	-$27.8K	0.55%	54
2026 Q1	$4.58M	Buy	30,435 +16,257	+115%	+$2.63M	0.58%	53
2025 Q4	$2.29M	Sell	14,178 -8,206	-37%	-$1.49M	0.28%	75
2025 Q3	$4.39M	Buy	+22,384	New	+$4.44M	0.57%	56

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

Lake Street Private Wealth's VST Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Vistra (VST) stake by 0.59% in Q2 2026, selling an estimated $27.8K and leaving 30,256 shares worth $4.8M. The position accounts for 0.55% of the portfolio, ranked #54.

Lake Street Private Wealth first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 1,408 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Lake Street Private Wealth held 30,256 shares of Vistra worth $4.8M as of Q2 2026.
Lake Street Private Wealth sold 179 Vistra shares in Q2 2026, an estimated $27.8K.
Vistra made up 0.55% of Lake Street Private Wealth's portfolio in Q2 2026, its #54 holding.
Lake Street Private Wealth first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
1,408 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.