TWD
VST icon

True Wealth Design’s Vistra VST Stock Holding History

True Wealth Design’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 		$8.25K Buy
52
+16
+44% +$2.48K ﹤0.01% 1135
2026
Q1 		$5.41K Buy
36
+3
+9% +$486 ﹤0.01% 1182
2025
Q4 		$5.32K Sell
33
-7
-18% -$1.27K ﹤0.01% 1065
2025
Q3 		$7.84K Buy
40
+4
+11% +$793 ﹤0.01% 924
2025
Q2 		$6.98K Sell
36
-131
-78% -$19.4K ﹤0.01% 696
2025
Q1 		$19.6K Buy
167
+142
+568% +$21.2K 0.01% 351
2024
Q4 		$3.45K Hold
25
– – ﹤0.01% 611
2024
Q3 		$2.96K Sell
25
-7
-22% -$594 ﹤0.01% 689
2024
Q2 		$2.75K Hold
32
– – ﹤0.01% 330
2024
Q1 		$2.23K Buy
32
+13
+68% +$643 ﹤0.01% 336
2023
Q4 		$732 Hold
19
– – ﹤0.01% 393
2023
Q3 		$631 Hold
19
– – ﹤0.01% 376
2023
Q2 		$499 Sell
19
-1
-5% -$24 ﹤0.01% 442
2023
Q1 		$480 Hold
20
– – ﹤0.01% 535
2022
Q4 		$464 Buy
+20
New +$463 ﹤0.01% 473

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

True Wealth Design's VST Position: Q2 2026 in Review

True Wealth Design increased its Vistra (VST) stake by 44% in Q2 2026, buying an estimated $2.48K and bringing the position to 52 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

True Wealth Design first reported a position in VST in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.6K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • True Wealth Design held 52 shares of Vistra worth $8.25K as of Q2 2026.
  • True Wealth Design bought 16 Vistra shares in Q2 2026, an estimated $2.48K.
  • Vistra made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1135 holding.
  • True Wealth Design first reported a position in Vistra in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Vistra position peaked at $19.6K in Q1 2025.
  • 1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.