Wealth Effects’s Vistra VST Stock Holding History

Wealth Effects’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	$746K	Sell	4,701 -1,081	-19%	-$168K	0.2%	93
2026 Q1	$869K	Hold	5,782	–	–	0.31%	69
2025 Q4	$933K	Hold	5,782	–	–	0.29%	61
2025 Q3	$1.13M	Buy	5,782 +65	+1%	+$12.9K	0.36%	53
2025 Q2	$1.11M	Buy	5,717 +81	+1%	+$12K	0.41%	51
2025 Q1	$662K	Buy	5,636 +601	+12%	+$89.8K	0.28%	73
2024 Q4	$694K	Buy	5,035 +1,335	+36%	+$185K	0.25%	77
2024 Q3	$439K	Buy	+3,700	New	+$314K	0.15%	118

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

Wealth Effects's VST Position: Q2 2026 in Review

Wealth Effects reduced its Vistra (VST) stake by 19% in Q2 2026, selling an estimated $168K and leaving 4,701 shares worth $746K. The position accounts for 0.2% of the portfolio, ranked #93.

Wealth Effects first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Wealth Effects held 4,701 shares of Vistra worth $746K as of Q2 2026.
Wealth Effects sold 1,081 Vistra shares in Q2 2026, an estimated $168K.
Vistra made up 0.2% of Wealth Effects's portfolio in Q2 2026, its #93 holding.
Wealth Effects first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
Wealth Effects's Vistra position peaked at $1.13M in Q3 2025.
1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.