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Legacy Wealth Management (Idaho)’s Vistra VST Stock Holding History

Legacy Wealth Management (Idaho)’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
-131
Closed -$19.7K – 955
2026
Q1 		$19.7K Buy
131
+1
+0.8% +$162 0.01% 385
2025
Q4 		$21K Buy
130
+106
+442% +$19.3K 0.01% 319
2025
Q3 		$4.7K Hold
24
– – ﹤0.01% 440
2025
Q2 		$4.65K Sell
24
-12
-33% -$1.78K ﹤0.01% 410
2025
Q1 		$4.23K Buy
36
+2
+6% +$299 ﹤0.01% 438
2024
Q4 		$5.67K Buy
34
+10
+42% +$1.39K ﹤0.01% 370
2024
Q3 		$3.41K Buy
+24
New +$2.04K ﹤0.01% 430

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s VST Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vistra (VST) in Q2 2026, closing a stake of 131 shares — an estimated $19.7K sold.

Legacy Wealth Management (Idaho) first reported a position in VST in Q3 2024 and held it in 7 quarters. The position peaked at $21K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 131 Vistra shares in Q2 2026, an estimated $19.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Vistra in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Vistra position peaked at $21K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.