Precedent Wealth Partners
VST icon

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
Q3 		$304K Buy
2,194
+389
+22% +$57.2K 0.05% 164
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Precedent Wealth Partners's VST Position: Q3 2026 in Review

Precedent Wealth Partners increased its Vistra (VST) stake by 22% in Q3 2026, buying an estimated $57.2K and bringing the position to 2,194 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #164.

Precedent Wealth Partners first reported a position in VST in Q2 2025 and has held it in 6 quarters since. The position peaked at $358K in Q3 2025. 1,138 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Precedent Wealth Partners held 2,194 shares of Vistra worth $304K as of Q3 2026.
  • Precedent Wealth Partners bought 389 Vistra shares in Q3 2026, an estimated $57.2K.
  • Vistra made up 0.05% of Precedent Wealth Partners's portfolio in Q3 2026, its #164 holding.
  • Precedent Wealth Partners first reported a position in Vistra in Q2 2025 and has held it in 6 quarters since.
  • Precedent Wealth Partners's Vistra position peaked at $358K in Q3 2025.
  • 1,138 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.