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Opal Wealth Advisors’s Vistra VST Stock Holding History

Opal 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 		– Sell
-832
Closed -$125K – 577
2026
Q1 		$125K Buy
+832
New +$135K 0.03% 251
2025
Q3 		– Sell
-476
Closed -$92.3K – 545
2025
Q2 		$92.3K Buy
476
+81
+21% +$12K 0.03% 285
2025
Q1 		$46.4K Buy
+395
New +$59K 0.01% 362
2024
Q3 		– Sell
-40
Closed -$3.44K – 1150
2024
Q2 		$3.44K Sell
40
-117
-75% -$9.79K ﹤0.01% 867
2024
Q1 		$10.9K Buy
+157
New +$7.77K ﹤0.01% 242

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

Opal Wealth Advisors's VST Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Vistra (VST) in Q2 2026, closing a stake of 832 shares — an estimated $125K sold.

Opal Wealth Advisors first reported a position in VST in Q1 2024 and held it in 5 quarters. The position peaked at $125K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 832 Vistra shares in Q2 2026, an estimated $125K.
  • Opal Wealth Advisors first reported a position in Vistra in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Vistra position peaked at $125K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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