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PDS Planning’s Vistra VST Stock Holding History

PDS Planning’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 		$310K Sell
1,954
-42
-2% -$6.52K 0.02% 421
2026
Q1 		$300K Buy
1,996
+279
+16% +$45.2K 0.02% 389
2025
Q4 		$277K Sell
1,717
-35
-2% -$6.38K 0.02% 404
2025
Q3 		$343K Buy
1,752
+45
+3% +$8.92K 0.02% 335
2025
Q2 		$331K Sell
1,707
-11
-0.6% -$1.63K 0.02% 330
2025
Q1 		$202K Buy
+1,718
New +$257K 0.02% 440

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

PDS Planning's VST Position: Q2 2026 in Review

PDS Planning reduced its Vistra (VST) stake by 2.1% in Q2 2026, selling an estimated $6.52K and leaving 1,954 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #421.

PDS Planning first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $343K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • PDS Planning held 1,954 shares of Vistra worth $310K as of Q2 2026.
  • PDS Planning sold 42 Vistra shares in Q2 2026, an estimated $6.52K.
  • Vistra made up 0.02% of PDS Planning's portfolio in Q2 2026, its #421 holding.
  • PDS Planning first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's Vistra position peaked at $343K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.