ORG Wealth Partners’s Vistra VST Stock Holding History

ORG Wealth Partners’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	$517K	Buy	3,261 +4	+0.1%	+$621	0.08%	143
2026 Q1	$490K	Buy	3,257 +629	+24%	+$102K	0.1%	133
2025 Q4	$424K	Buy	2,628 +168	+7%	+$30.6K	0.1%	136
2025 Q3	$482K	Buy	2,460 +3	+0.1%	+$594	0.1%	129
2025 Q2	$455K	Buy	2,457 +3	+0.1%	+$444	0.11%	123
2025 Q1	$300K	Buy	+2,454	New	+$367K	0.09%	158
2024 Q4	–	Sell	-334	Closed	-$39.6K	–	544
2024 Q3	$39.6K	Buy	+334	New	+$28.3K	0.01%	262

Other funds holding VST

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ORG Wealth Partners's VST Position: Q2 2026 in Review

ORG Wealth Partners increased its Vistra (VST) stake by 0.12% in Q2 2026, buying an estimated $621 and bringing the position to 3,261 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #143.

ORG Wealth Partners first reported a position in VST in Q3 2024 and has held it in 7 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

ORG Wealth Partners held 3,261 shares of Vistra worth $517K as of Q2 2026.
ORG Wealth Partners bought 4 Vistra shares in Q2 2026, an estimated $621.
Vistra made up 0.08% of ORG Wealth Partners's portfolio in Q2 2026, its #143 holding.
ORG Wealth Partners first reported a position in Vistra in Q3 2024 and has held it in 7 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.