LWM
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Lodestone Wealth Management’s Vistra VST Stock Holding History

Lodestone Wealth Management’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 		$4.62K Hold
29
– – ﹤0.01% 605
2026
Q1 		$4.38K Hold
29
– – ﹤0.01% 596
2025
Q4 		$4.69K Buy
+29
New +$5.28K ﹤0.01% 590

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 $3.37T AUM 44.26% 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

Lodestone Wealth Management's VST Position: Q2 2026 in Review

Lodestone Wealth Management held its Vistra (VST) position steady in Q2 2026 at 29 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Lodestone Wealth Management first reported a position in VST in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.69K in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Lodestone Wealth Management held 29 shares of Vistra worth $4.62K as of Q2 2026.
  • Lodestone Wealth Management left its Vistra share count unchanged in Q2 2026.
  • Vistra made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #605 holding.
  • Lodestone Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Vistra position peaked at $4.69K in Q4 2025.
  • 1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.