One Wealth Management Investment & Advisory Services’s Vistra VST Stock Holding History

One Wealth Management Investment & Advisory Services’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	$457K	Buy	+2,880	New	+$447K	0.48%	27
2026 Q1	–	Sell	-4,918	Closed	-$793K	–	56
2025 Q4	$793K	Buy	4,918 +2,434	+98%	+$443K	0.87%	20
2025 Q3	$487K	Buy	+2,484	New	+$492K	0.57%	27
2025 Q2	–	Sell	-2,012	Closed	-$236K	–	49
2025 Q1	$236K	Buy	+2,012	New	+$301K	0.39%	40

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's VST Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services opened a new position in Vistra (VST) in Q2 2026: 2,880 shares worth $457K. The stake represents 0.48% of the portfolio and ranks #27 among its holdings. This is a return to the name: One Wealth Management Investment & Advisory Services previously reported a position in VST as recently as Q4 2025.

One Wealth Management Investment & Advisory Services first reported a position in VST in Q1 2025 and has held it in 4 quarters since. The position peaked at $793K in Q4 2025. 744 funds tracked by Wall St. Rank hold VST as of Q2 2026.

One Wealth Management Investment & Advisory Services held 2,880 shares of Vistra worth $457K as of Q2 2026.
Vistra was a new One Wealth Management Investment & Advisory Services position in Q2 2026.
Vistra made up 0.48% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #27 holding.
One Wealth Management Investment & Advisory Services first reported a position in Vistra in Q1 2025 and has held it in 4 quarters since.
One Wealth Management Investment & Advisory Services's Vistra position peaked at $793K in Q4 2025.
744 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.