Sacks & Associates’s Vistra VST Stock Holding History

Sacks & Associates’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	$212K	Hold	1,431	–	–	0.14%	79
2026 Q1	$215K	Hold	1,431	–	–	0.16%	75
2025 Q4	$231K	Buy	+1,431	New	+$261K	0.17%	74

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

Sacks & Associates's VST Position: Q2 2026 in Review

Sacks & Associates held its Vistra (VST) position steady in Q2 2026 at 1,431 shares worth $212K. The position accounts for 0.14% of the portfolio, ranked #79.

Sacks & Associates first reported a position in VST in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Sacks & Associates held 1,431 shares of Vistra worth $212K as of Q2 2026.
Sacks & Associates left its Vistra share count unchanged in Q2 2026.
Vistra made up 0.14% of Sacks & Associates's portfolio in Q2 2026, its #79 holding.
Sacks & Associates first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
Sacks & Associates's Vistra position peaked at $231K in Q4 2025.
1,392 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.