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Outlook Wealth Advisors’s Vistra VST Stock Holding History

Outlook 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 		$241K Buy
1,520
+9
+0.6% +$1.4K 0.05% 282
2026
Q1 		$227K Buy
1,511
+70
+5% +$11.3K 0.06% 293
2025
Q4 		$232K Sell
1,441
-88
-6% -$16K 0.05% 281
2025
Q3 		$300K Buy
+1,529
New +$303K 0.07% 232

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

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

Outlook Wealth Advisors increased its Vistra (VST) stake by 0.6% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,520 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #282.

Outlook Wealth Advisors first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $300K in Q3 2025. 1,409 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Outlook Wealth Advisors held 1,520 shares of Vistra worth $241K as of Q2 2026.
  • Outlook Wealth Advisors bought 9 Vistra shares in Q2 2026, an estimated $1.4K.
  • Vistra made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #282 holding.
  • Outlook Wealth Advisors first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Vistra position peaked at $300K in Q3 2025.
  • 1,409 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.