PWM
VST icon

Palumbo Wealth Management’s Vistra VST Stock Holding History

Palumbo Wealth Management’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 		$230K Sell
1,452
-4
-0.3% -$621 0.05% 215
2026
Q1 		$219K Buy
1,456
+97
+7% +$15.7K 0.05% 198
2025
Q4 		$219K Sell
1,359
-68
-5% -$12.4K 0.05% 197
2025
Q3 		$263K Buy
+1,427
New +$283K 0.08% 150

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

Palumbo Wealth Management's VST Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Vistra (VST) stake by 0.27% in Q2 2026, selling an estimated $621 and leaving 1,452 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #215.

Palumbo Wealth Management first reported a position in VST in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Palumbo Wealth Management held 1,452 shares of Vistra worth $230K as of Q2 2026.
  • Palumbo Wealth Management sold 4 Vistra shares in Q2 2026, an estimated $621.
  • Vistra made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Palumbo Wealth Management first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
  • Palumbo Wealth Management's Vistra position peaked at $263K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.