Walser Wealth Management’s Vistra VST Stock Holding History

Walser Wealth Management’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	$1.36M	Buy	8,584 +6,230	+265%	+$967K	0.57%	40
2026 Q1	$354K	Buy	2,354 +674	+40%	+$109K	0.16%	108
2025 Q4	$271K	Buy	+1,680	New	+$306K	0.14%	110

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

Walser Wealth Management's VST Position: Q2 2026 in Review

Walser Wealth Management increased its Vistra (VST) stake by 265% in Q2 2026, buying an estimated $967K and bringing the position to 8,584 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #40.

Walser Wealth Management first reported a position in VST in Q4 2025 and has held it in 3 quarters since. 1,396 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Walser Wealth Management held 8,584 shares of Vistra worth $1.36M as of Q2 2026.
Walser Wealth Management bought 6,230 Vistra shares in Q2 2026, an estimated $967K.
Vistra made up 0.57% of Walser Wealth Management's portfolio in Q2 2026, its #40 holding.
Walser Wealth Management first reported a position in Vistra in Q4 2025 and has held it in 3 quarters since.
1,396 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.