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 Q3	–	Sell	-1,282	Closed	-$203K	–	366
2026 Q2	$203K	Buy	+1,282	New	+$199K	0.01%	339

Other funds holding VST

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Waldron Private Wealth's VST Position: Q3 2026 in Review

Waldron Private Wealth sold out of Vistra (VST) in Q3 2026, closing a stake of 1,282 shares — an estimated $203K sold.

Waldron Private Wealth first reported a position in VST in Q2 2026 and held it in 1 quarter. The position peaked at $203K in Q2 2026. 840 funds tracked by Wall St. Rank hold VST as of Q3 2026.

Waldron Private Wealth reported no remaining Vistra position as of Q3 2026 after selling out during the quarter.
Waldron Private Wealth sold 1,282 Vistra shares in Q3 2026, an estimated $203K.
Waldron Private Wealth first reported a position in Vistra in Q2 2026 and held it in 1 quarter.
Waldron Private Wealth's Vistra position peaked at $203K in Q2 2026.
840 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.