Waverly Advisors’s Vistra VST Stock Holding History

Waverly Advisors’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	$1.52M	Buy	9,591 +7,171	+296%	+$1.11M	0.01%	773
2026 Q1	$364K	Buy	2,420 +805	+50%	+$130K	﹤0.01%	1222
2025 Q4	$261K	Buy	1,615 +378	+31%	+$68.9K	﹤0.01%	1272
2025 Q3	$242K	Buy	+1,237	New	+$245K	﹤0.01%	1128

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 $3.38T AUM 44.17% 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

Waverly Advisors's VST Position: Q2 2026 in Review

Waverly Advisors increased its Vistra (VST) stake by 296% in Q2 2026, buying an estimated $1.11M and bringing the position to 9,591 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #773.

Waverly Advisors first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Waverly Advisors held 9,591 shares of Vistra worth $1.52M as of Q2 2026.
Waverly Advisors bought 7,171 Vistra shares in Q2 2026, an estimated $1.11M.
Vistra made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #773 holding.
Waverly Advisors first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.