Retirement Wealth Solutions’s Vistra VST Stock Holding History

Retirement Wealth Solutions’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	$3.81K	Buy	24 +19	+380%	+$2.95K	﹤0.01%	403
2026 Q1	$752	Hold	5	–	–	﹤0.01%	673
2025 Q4	$807	Sell	5 -11	-69%	-$2K	﹤0.01%	614
2025 Q3	$3.13K	Buy	+16	New	+$3.17K	﹤0.01%	380

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

Retirement Wealth Solutions's VST Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Vistra (VST) stake by 380% in Q2 2026, buying an estimated $2.95K and bringing the position to 24 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Retirement Wealth Solutions first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Retirement Wealth Solutions held 24 shares of Vistra worth $3.81K as of Q2 2026.
Retirement Wealth Solutions bought 19 Vistra shares in Q2 2026, an estimated $2.95K.
Vistra made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #403 holding.
Retirement Wealth Solutions first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.