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Wealth Alliance Advisory Group’s Vistra VST Stock Holding History

Wealth Alliance Advisory 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 		$303K Buy
1,909
+5
+0.3% +$776 0.04% 156
2026
Q1 		$286K Sell
1,904
-88
-4% -$14.2K 0.05% 161
2025
Q4 		$321K Sell
1,992
-100
-5% -$18.2K 0.06% 153
2025
Q3 		$410K Buy
2,092
+2
+0.1% +$396 0.07% 124
2025
Q2 		$405K Hold
2,090
– – 0.08% 126
2025
Q1 		$245K Buy
2,090
+90
+5% +$13.4K 0.05% 167
2024
Q4 		$276K Hold
2,000
– – 0.06% 148
2024
Q3 		$237K Buy
+2,000
New +$170K 0.05% 168

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Alliance Advisory Group's VST Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Vistra (VST) stake by 0.26% in Q2 2026, buying an estimated $776 and bringing the position to 1,909 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #156.

Wealth Alliance Advisory Group first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $410K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Wealth Alliance Advisory Group held 1,909 shares of Vistra worth $303K as of Q2 2026.
  • Wealth Alliance Advisory Group bought 5 Vistra shares in Q2 2026, an estimated $776.
  • Vistra made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #156 holding.
  • Wealth Alliance Advisory Group first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
  • Wealth Alliance Advisory Group's Vistra position peaked at $410K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.