Principia Wealth Advisory’s Vistra VST Stock Holding History

Principia Wealth Advisory’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	$3.01K	Hold	19	–	–	﹤0.01%	481
2026 Q1	$2.86K	Buy	19 +7	+58%	+$1.13K	﹤0.01%	425
2025 Q4	$1.94K	Sell	12 -2	-14%	-$364	﹤0.01%	478
2025 Q3	$2.74K	Buy	14 +2	+17%	+$396	﹤0.01%	380
2025 Q2	$2.33K	Buy	12 +4	+50%	+$592	﹤0.01%	355
2025 Q1	$944	Sell	8 -1	-11%	-$149	﹤0.01%	406
2024 Q4	$1.24K	Buy	+9	New	+$1.25K	﹤0.01%	321

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principia Wealth Advisory's VST Position: Q2 2026 in Review

Principia Wealth Advisory held its Vistra (VST) position steady in Q2 2026 at 19 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Principia Wealth Advisory first reported a position in VST in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Principia Wealth Advisory held 19 shares of Vistra worth $3.01K as of Q2 2026.
Principia Wealth Advisory left its Vistra share count unchanged in Q2 2026.
Vistra made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #481 holding.
Principia Wealth Advisory first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.