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Schear Investment Advisers’s Vistra VST Stock Holding History

Schear Investment Advisers’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 		$1.74M Sell
10,946
-974
-8% -$151K 0.58% 46
2026
Q1 		$1.79M Buy
11,920
+110
+0.9% +$17.8K 0.79% 45
2025
Q4 		$1.91M Buy
11,810
+3,648
+45% +$664K 0.82% 42
2025
Q3 		$1.6M Buy
8,162
+19
+0.2% +$3.77K 0.71% 45
2025
Q2 		$1.58M Buy
8,143
+2,074
+34% +$307K 0.78% 43
2025
Q1 		$713K Buy
+6,069
New +$907K 0.41% 66

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

Schear Investment Advisers's VST Position: Q2 2026 in Review

Schear Investment Advisers reduced its Vistra (VST) stake by 8.2% in Q2 2026, selling an estimated $151K and leaving 10,946 shares worth $1.74M. The position accounts for 0.58% of the portfolio, ranked #46.

Schear Investment Advisers first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.91M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Schear Investment Advisers held 10,946 shares of Vistra worth $1.74M as of Q2 2026.
  • Schear Investment Advisers sold 974 Vistra shares in Q2 2026, an estimated $151K.
  • Vistra made up 0.58% of Schear Investment Advisers's portfolio in Q2 2026, its #46 holding.
  • Schear Investment Advisers first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • Schear Investment Advisers's Vistra position peaked at $1.91M in Q4 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.