RMR Wealth Builders’s Vistra VST Stock Holding History

RMR Wealth Builders’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	$280K	Buy	1,765 +372	+27%	+$57.7K	0.02%	261
2026 Q1	$209K	Buy	+1,393	New	+$225K	0.02%	266

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

RMR Wealth Builders's VST Position: Q2 2026 in Review

RMR Wealth Builders increased its Vistra (VST) stake by 27% in Q2 2026, buying an estimated $57.7K and bringing the position to 1,765 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #261.

RMR Wealth Builders first reported a position in VST in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

RMR Wealth Builders held 1,765 shares of Vistra worth $280K as of Q2 2026.
RMR Wealth Builders bought 372 Vistra shares in Q2 2026, an estimated $57.7K.
Vistra made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #261 holding.
RMR Wealth Builders first reported a position in Vistra in Q1 2026 and has held it in 2 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.