Precedent Wealth Partners’s Vistra VST Stock Holding History

Precedent 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	$286K	Buy	1,805 +162	+10%	+$25.1K	0.05%	178
2026 Q1	$247K	Sell	1,643 -214	-12%	-$34.6K	0.05%	156
2025 Q4	$300K	Buy	1,857 +28	+2%	+$5.1K	0.06%	151
2025 Q3	$358K	Buy	1,829 +439	+32%	+$87K	0.08%	142
2025 Q2	$269K	Buy	+1,390	New	+$206K	0.07%	155

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Precedent Wealth Partners increased its Vistra (VST) stake by 9.9% in Q2 2026, buying an estimated $25.1K and bringing the position to 1,805 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #178.

Precedent Wealth Partners first reported a position in VST in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q3 2025. 263 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Precedent Wealth Partners held 1,805 shares of Vistra worth $286K as of Q2 2026.
Precedent Wealth Partners bought 162 Vistra shares in Q2 2026, an estimated $25.1K.
Vistra made up 0.05% of Precedent Wealth Partners's portfolio in Q2 2026, its #178 holding.
Precedent Wealth Partners first reported a position in Vistra in Q2 2025 and has held it in 5 quarters since.
Precedent Wealth Partners's Vistra position peaked at $358K in Q3 2025.
263 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.