SHP Wealth Management’s Vistra VST Stock Holding History

SHP 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	$93K	Buy	586 +15	+3%	+$2.33K	0.01%	425
2026 Q1	$85.9K	Buy	571 +111	+24%	+$18K	0.01%	406
2025 Q4	$74.2K	Buy	+460	New	+$83.8K	0.01%	404

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Vistra (VST) stake by 2.6% in Q2 2026, buying an estimated $2.33K and bringing the position to 586 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #425.

SHP Wealth Management first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

SHP Wealth Management held 586 shares of Vistra worth $93K as of Q2 2026.
SHP Wealth Management bought 15 Vistra shares in Q2 2026, an estimated $2.33K.
Vistra made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #425 holding.
SHP Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.