SteelPeak Wealth’s Vistra VST Stock Holding History

SteelPeak Wealth’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	–	-$179K	–	690
2024 Q4	–	Hold	–	–	–	494
2024 Q3	–	Hold	–	–	–	463
2024 Q2	–	Hold	–	–	–	507

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

SteelPeak Wealth's VST Position: Q2 2026 in Review

SteelPeak Wealth reduced its Vistra (VST) stake by 25% in Q2 2026, selling an estimated $99.6K and leaving 1,942 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #517.

SteelPeak Wealth first reported a position in VST in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.74M in Q2 2025. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

SteelPeak Wealth held 1,942 shares of Vistra worth $308K as of Q2 2026.
SteelPeak Wealth sold 642 Vistra shares in Q2 2026, an estimated $99.6K.
Vistra made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #517 holding.
SteelPeak Wealth first reported a position in Vistra in Q2 2024 and has held it in 8 quarters since.
SteelPeak Wealth's Vistra position peaked at $4.74M in Q2 2025.
1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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