United Financial Planning Group’s Vistra VST Stock Holding History

United Financial Planning Group’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	$6.5K	Hold	41	–	–	﹤0.01%	326
2026 Q1	$6.16K	Buy	41 +39	+1,950%	+$6.31K	﹤0.01%	285
2025 Q4	$323	Buy	+2	New	+$364	﹤0.01%	429

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

United Financial Planning Group's VST Position: Q2 2026 in Review

United Financial Planning Group held its Vistra (VST) position steady in Q2 2026 at 41 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

United Financial Planning Group first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

United Financial Planning Group held 41 shares of Vistra worth $6.5K as of Q2 2026.
United Financial Planning Group left its Vistra share count unchanged in Q2 2026.
Vistra made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #326 holding.
United Financial Planning Group first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.