MWM
VST icon

Meridian Wealth Management’s Vistra VST Stock Holding History

Meridian 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 		$264K Buy
+1,664
New +$258K 0.01% 706
2026
Q1 		– Sell
-1,334
Closed -$215K – 816
2025
Q4 		$215K Buy
+1,334
New +$243K 0.01% 706

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

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

Meridian Wealth Management opened a new position in Vistra (VST) in Q2 2026: 1,664 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in VST as recently as Q4 2025.

Meridian Wealth Management first reported a position in VST in Q4 2025 and has held it in 2 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Meridian Wealth Management held 1,664 shares of Vistra worth $264K as of Q2 2026.
  • Vistra was a new Meridian Wealth Management position in Q2 2026.
  • Vistra made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Meridian Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 2 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.