PWMG
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Private Wealth Management Group’s Vistra VST Stock Holding History

Private Wealth Management 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 		$2.54K Hold
16
– – ﹤0.01% 1081
2026
Q1 		$2.41K Hold
16
– – ﹤0.01% 1029
2025
Q4 		$2.58K Hold
16
– – ﹤0.01% 997
2025
Q3 		$3.13K Hold
16
– – ﹤0.01% 963
2025
Q2 		$3.1K Hold
16
– – ﹤0.01% 947
2025
Q1 		$1.88K Hold
16
– – ﹤0.01% 1074
2024
Q4 		$2.21K Hold
16
– – ﹤0.01% 1043
2024
Q3 		$1.9K Hold
16
– – ﹤0.01% 1084
2024
Q2 		$1.38K Hold
16
– – ﹤0.01% 1183
2024
Q1 		$1.11K Hold
16
– – ﹤0.01% 1220
2023
Q4 		$617 Buy
+16
New +$556 ﹤0.01% 1415

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

Private Wealth Management Group's VST Position: Q2 2026 in Review

Private Wealth Management Group held its Vistra (VST) position steady in Q2 2026 at 16 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Private Wealth Management Group first reported a position in VST in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.13K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Private Wealth Management Group held 16 shares of Vistra worth $2.54K as of Q2 2026.
  • Private Wealth Management Group left its Vistra share count unchanged in Q2 2026.
  • Vistra made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1081 holding.
  • Private Wealth Management Group first reported a position in Vistra in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Vistra position peaked at $3.13K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.