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Moss Adams Wealth Advisors’s Vistra VST Stock Holding History

Moss Adams Wealth Advisors’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 		$201K Buy
+1,265
New +$196K 0.01% 299
2025
Q4 		– Sell
-1,078
Closed -$211K – 278
2025
Q3 		$211K Buy
+1,078
New +$214K 0.02% 240

Other funds holding VST

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Moss Adams Wealth Advisors's VST Position: Q2 2026 in Review

Moss Adams Wealth Advisors opened a new position in Vistra (VST) in Q2 2026: 1,265 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Moss Adams Wealth Advisors previously reported a position in VST as recently as Q3 2025.

Moss Adams Wealth Advisors first reported a position in VST in Q3 2025 and has held it in 2 quarters since. The position peaked at $211K in Q3 2025. 568 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,265 shares of Vistra worth $201K as of Q2 2026.
  • Vistra was a new Moss Adams Wealth Advisors position in Q2 2026.
  • Vistra made up 0.01% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • Moss Adams Wealth Advisors first reported a position in Vistra in Q3 2025 and has held it in 2 quarters since.
  • Moss Adams Wealth Advisors's Vistra position peaked at $211K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.