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Meriwether Wealth & Planning’s Vistra VST Stock Holding History

Meriwether Wealth & Planning’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 		$218K Buy
+1,374
New +$213K 0.11% 115
2025
Q4 		– Sell
-1,258
Closed -$246K – 135
2025
Q3 		$246K Buy
1,258
+141
+13% +$27.9K 0.14% 106
2025
Q2 		$216K Buy
+1,117
New +$165K 0.14% 117

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

Meriwether Wealth & Planning's VST Position: Q2 2026 in Review

Meriwether Wealth & Planning opened a new position in Vistra (VST) in Q2 2026: 1,374 shares worth $218K. The stake represents 0.11% of the portfolio and ranks #115 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in VST as recently as Q3 2025.

Meriwether Wealth & Planning first reported a position in VST in Q2 2025 and has held it in 3 quarters since. The position peaked at $246K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Meriwether Wealth & Planning held 1,374 shares of Vistra worth $218K as of Q2 2026.
  • Vistra was a new Meriwether Wealth & Planning position in Q2 2026.
  • Vistra made up 0.11% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #115 holding.
  • Meriwether Wealth & Planning first reported a position in Vistra in Q2 2025 and has held it in 3 quarters since.
  • Meriwether Wealth & Planning's Vistra position peaked at $246K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.