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Mission Wealth Management’s Vistra VST Stock Holding History

Mission 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 		$352K Buy
+2,219
New +$344K ﹤0.01% 814
2025
Q4 		– Sell
-6,639
Closed -$1.3M – 764
2025
Q3 		$1.3M Buy
6,639
+5
+0.1% +$991 0.03% 284
2025
Q2 		$1.29M Buy
+6,634
New +$982K 0.03% 283
2024
Q4 		– Sell
-2,911
Closed -$345K – 726
2024
Q3 		$345K Sell
2,911
-130
-4% -$11K 0.01% 522
2024
Q2 		$261K Buy
+3,041
New +$254K 0.01% 559

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

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

Mission Wealth Management opened a new position in Vistra (VST) in Q2 2026: 2,219 shares worth $352K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in VST as recently as Q3 2025.

Mission Wealth Management first reported a position in VST in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Mission Wealth Management held 2,219 shares of Vistra worth $352K as of Q2 2026.
  • Vistra was a new Mission Wealth Management position in Q2 2026.
  • Vistra made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Mission Wealth Management first reported a position in Vistra in Q2 2024 and has held it in 5 quarters since.
  • Mission Wealth Management's Vistra position peaked at $1.3M in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.