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Oak Ridge Investments’s Vistra VST Stock Holding History

Oak Ridge Investments’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 		$1.4M Sell
8,796
-1,112
-11% -$173K 0.08% 118
2026
Q1 		$1.49M Sell
9,908
-73
-0.7% -$11.8K 0.1% 107
2025
Q4 		$1.61M Buy
9,981
+1,563
+19% +$285K 0.1% 101
2025
Q3 		$1.65M Buy
+8,418
New +$1.67M 0.11% 104

Other funds holding VST

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Oak Ridge Investments's VST Position: Q2 2026 in Review

Oak Ridge Investments reduced its Vistra (VST) stake by 11% in Q2 2026, selling an estimated $173K and leaving 8,796 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #118.

Oak Ridge Investments first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q3 2025. 337 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Oak Ridge Investments held 8,796 shares of Vistra worth $1.4M as of Q2 2026.
  • Oak Ridge Investments sold 1,112 Vistra shares in Q2 2026, an estimated $173K.
  • Vistra made up 0.08% of Oak Ridge Investments's portfolio in Q2 2026, its #118 holding.
  • Oak Ridge Investments first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Oak Ridge Investments's Vistra position peaked at $1.65M in Q3 2025.
  • 337 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.