Mission Wealth Management
VST icon

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
Q3 		– Sell
-2,219
Closed -$352K – 1058
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

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Mission Wealth Management's VST Position: Q3 2026 in Review

Mission Wealth Management sold out of Vistra (VST) in Q3 2026, closing a stake of 2,219 shares — an estimated $352K sold.

Mission Wealth Management first reported a position in VST in Q2 2024 and held it in 5 quarters. The position peaked at $1.3M in Q3 2025. 309 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Mission Wealth Management reported no remaining Vistra position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 2,219 Vistra shares in Q3 2026, an estimated $352K.
  • Mission Wealth Management first reported a position in Vistra in Q2 2024 and held it in 5 quarters.
  • Mission Wealth Management's Vistra position peaked at $1.3M in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.