Sitrin Capital Management’s Vistra VST Stock Holding History

Sitrin Capital 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	$4.13M	Sell	26,021 -356	-1%	-$55.2K	1.83%	29
2026 Q1	$3.97M	Sell	26,377 -391	-1%	-$63.3K	1.99%	28
2025 Q4	$4.32M	Sell	26,768 -450	-2%	-$82K	2.05%	28
2025 Q3	$5.33M	Sell	27,218 -1,263	-4%	-$250K	2.56%	24
2025 Q2	$5.52M	Sell	28,481 -2,487	-8%	-$368K	2.82%	21
2025 Q1	$3.64M	Buy	+30,968	New	+$4.63M	1.96%	30

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

Sitrin Capital Management's VST Position: Q2 2026 in Review

Sitrin Capital Management reduced its Vistra (VST) stake by 1.3% in Q2 2026, selling an estimated $55.2K and leaving 26,021 shares worth $4.13M. The position accounts for 1.83% of the portfolio, ranked #29.

Sitrin Capital Management first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.52M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Sitrin Capital Management held 26,021 shares of Vistra worth $4.13M as of Q2 2026.
Sitrin Capital Management sold 356 Vistra shares in Q2 2026, an estimated $55.2K.
Vistra made up 1.83% of Sitrin Capital Management's portfolio in Q2 2026, its #29 holding.
Sitrin Capital Management first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
Sitrin Capital Management's Vistra position peaked at $5.52M in Q2 2025.
1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Sitrin Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.