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Segment Wealth Management’s Vistra VST Stock Holding History

Segment Wealth Management’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 		$1.33M Buy
8,410
+1,835
+28% +$285K 0.07% 148
2026
Q1 		$988K Buy
6,575
+720
+12% +$117K 0.06% 168
2025
Q4 		$945K Sell
5,855
-49
-0.8% -$8.93K 0.05% 174
2025
Q3 		$1.16M Sell
5,904
-10
-0.2% -$1.98K 0.07% 152
2025
Q2 		$1.15M Buy
5,914
+1,566
+36% +$232K 0.07% 145
2025
Q1 		$511K Sell
4,348
-87
-2% -$13K 0.03% 197
2024
Q4 		$611K Buy
4,435
+1,150
+35% +$160K 0.04% 179
2024
Q3 		$389K Buy
+3,285
New +$279K 0.03% 202

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Segment Wealth Management's VST Position: Q2 2026 in Review

Segment Wealth Management increased its Vistra (VST) stake by 28% in Q2 2026, buying an estimated $285K and bringing the position to 8,410 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #148.

Segment Wealth Management first reported a position in VST in Q3 2024 and has held it in 8 quarters since. 241 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Segment Wealth Management held 8,410 shares of Vistra worth $1.33M as of Q2 2026.
  • Segment Wealth Management bought 1,835 Vistra shares in Q2 2026, an estimated $285K.
  • Vistra made up 0.07% of Segment Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Segment Wealth Management first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • 241 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.