United Asset Strategies’s Vistra VST Stock Holding History

United Asset Strategies’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	$1.41M	Buy	8,874 +89	+1%	+$13.8K	0.1%	127
2026 Q1	$1.32M	Sell	8,785 -1,726	-16%	-$279K	0.11%	119
2025 Q4	$1.7M	Buy	10,511 +139	+1%	+$25.3K	0.13%	113
2025 Q3	$2.03M	Sell	10,372 -344	-3%	-$68.2K	0.16%	102
2025 Q2	$2.08M	Buy	10,716 +144	+1%	+$21.3K	0.18%	97
2025 Q1	$1.24M	Sell	10,572 -572	-5%	-$85.5K	0.12%	129
2024 Q4	$1.54M	Buy	11,144 +397	+4%	+$55.1K	0.14%	117
2024 Q3	$1.27M	Buy	+10,747	New	+$912K	0.12%	127

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

United Asset Strategies's VST Position: Q2 2026 in Review

United Asset Strategies increased its Vistra (VST) stake by 1% in Q2 2026, buying an estimated $13.8K and bringing the position to 8,874 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #127.

United Asset Strategies first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.08M in Q2 2025. 337 funds tracked by Wall St. Rank hold VST as of Q2 2026.

United Asset Strategies held 8,874 shares of Vistra worth $1.41M as of Q2 2026.
United Asset Strategies bought 89 Vistra shares in Q2 2026, an estimated $13.8K.
Vistra made up 0.1% of United Asset Strategies's portfolio in Q2 2026, its #127 holding.
United Asset Strategies first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
United Asset Strategies's Vistra position peaked at $2.08M in Q2 2025.
337 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.