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Madison Wealth Partners’s Vistra VST Stock Holding History

Madison Wealth 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 		$237K Buy
1,495
+104
+7% +$16.1K 0.03% 255
2026
Q1 		$209K Sell
1,391
-17
-1% -$2.75K 0.03% 209
2025
Q4 		$227K Buy
1,408
+42
+3% +$7.65K 0.04% 177
2025
Q3 		$268K Buy
1,366
+1
+0.1% +$198 0.05% 140
2025
Q2 		$265K Buy
+1,365
New +$202K 0.06% 137

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

Madison Wealth Partners's VST Position: Q2 2026 in Review

Madison Wealth Partners increased its Vistra (VST) stake by 7.5% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,495 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #255.

Madison Wealth Partners first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $268K in Q3 2025. 1,409 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Madison Wealth Partners held 1,495 shares of Vistra worth $237K as of Q2 2026.
  • Madison Wealth Partners bought 104 Vistra shares in Q2 2026, an estimated $16.1K.
  • Vistra made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #255 holding.
  • Madison Wealth Partners first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
  • Madison Wealth Partners's Vistra position peaked at $268K in Q3 2025.
  • 1,409 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.