SWM
VST icon

Shelton Wealth Management’s Vistra VST Stock Holding History

Shelton 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 		$1.35M Buy
8,487
+2,276
+37% +$353K 0.53% 65
2026
Q1 		$934K Buy
6,211
+4,455
+254% +$721K 0.41% 81
2025
Q4 		$283K Buy
+1,756
New +$320K 0.12% 112

Other funds holding VST

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Shelton Wealth Management increased its Vistra (VST) stake by 37% in Q2 2026, buying an estimated $353K and bringing the position to 8,487 shares worth $1.35M. The position accounts for 0.53% of the portfolio, ranked #65.

Shelton Wealth Management first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Shelton Wealth Management held 8,487 shares of Vistra worth $1.35M as of Q2 2026.
  • Shelton Wealth Management bought 2,276 Vistra shares in Q2 2026, an estimated $353K.
  • Vistra made up 0.53% of Shelton Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Shelton Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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