Waldron Private Wealth’s Vistra VST Stock Holding History

Waldron Private Wealth’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	$203K	Buy	+1,282	New	+$199K	0.01%	339

Other funds holding VST

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

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

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

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

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

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Waldron Private Wealth's VST Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Vistra (VST) in Q2 2026: 1,282 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings.

241 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Waldron Private Wealth held 1,282 shares of Vistra worth $203K as of Q2 2026.
Vistra was a new Waldron Private Wealth position in Q2 2026.
Vistra made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #339 holding.
241 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.