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Strategic Wealth Partners’s Vistra VST Stock Holding History

Strategic Wealth Partners’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 		$1.28M Sell
8,083
-100
-1% -$15.5K 0.08% 135
2026
Q1 		$1.23M Hold
8,183
– – 0.09% 135
2025
Q4 		$1.32M Buy
8,183
+60
+0.7% +$10.9K 0.09% 131
2025
Q3 		$1.59M Sell
8,123
-528
-6% -$105K 0.12% 125
2025
Q2 		$1.68M Buy
+8,651
New +$1.28M 0.13% 114
2024
Q4 		$1.35M Sell
8,177
-81
-1% -$11.2K 0.11% 127
2024
Q3 		$979K Buy
8,258
+2,165
+36% +$184K 0.09% 144
2024
Q2 		$524K Buy
+6,093
New +$510K 0.05% 191

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Wealth Partners's VST Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vistra (VST) stake by 1.2% in Q2 2026, selling an estimated $15.5K and leaving 8,083 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #135.

Strategic Wealth Partners first reported a position in VST in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q2 2025. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Strategic Wealth Partners held 8,083 shares of Vistra worth $1.28M as of Q2 2026.
  • Strategic Wealth Partners sold 100 Vistra shares in Q2 2026, an estimated $15.5K.
  • Vistra made up 0.08% of Strategic Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Strategic Wealth Partners first reported a position in Vistra in Q2 2024 and has held it in 8 quarters since.
  • Strategic Wealth Partners's Vistra position peaked at $1.68M in Q2 2025.
  • 1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.