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Portside Wealth Group’s Vistra VST Stock Holding History

Portside Wealth Group’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 		$305K Buy
1,920
+114
+6% +$17.7K 0.04% 398
2026
Q1 		$272K Sell
1,806
-182
-9% -$29.5K 0.04% 382
2025
Q4 		$321K Buy
1,988
+306
+18% +$55.7K 0.04% 348
2025
Q3 		$330K Buy
1,682
+117
+7% +$23.2K 0.05% 354
2025
Q2 		$303K Buy
+1,565
New +$232K 0.04% 355

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

Portside Wealth Group's VST Position: Q2 2026 in Review

Portside Wealth Group increased its Vistra (VST) stake by 6.3% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,920 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #398.

Portside Wealth Group first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $330K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Portside Wealth Group held 1,920 shares of Vistra worth $305K as of Q2 2026.
  • Portside Wealth Group bought 114 Vistra shares in Q2 2026, an estimated $17.7K.
  • Vistra made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #398 holding.
  • Portside Wealth Group first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
  • Portside Wealth Group's Vistra position peaked at $330K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.