Wealthspire Advisors (New York)’s Vistra VST Stock Holding History

Wealthspire Advisors (New York)’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	$2.77M	Buy	+17,470	New	+$2.71M	0.02%	360
2026 Q1	–	Sell	-1,709	Closed	-$276K	–	1104
2025 Q4	$276K	Buy	1,709 +799	+88%	+$146K	﹤0.01%	837
2025 Q3	$178K	Sell	910 -225	-20%	-$44.6K	﹤0.01%	832
2025 Q2	$220K	Buy	+1,135	New	+$168K	﹤0.01%	759

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

Wealthspire Advisors (New York)'s VST Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Vistra (VST) in Q2 2026: 17,470 shares worth $2.77M. The stake represents 0.02% of the portfolio and ranks #360 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in VST as recently as Q4 2025.

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

Wealthspire Advisors (New York) held 17,470 shares of Vistra worth $2.77M as of Q2 2026.
Vistra was a new Wealthspire Advisors (New York) position in Q2 2026.
Vistra made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #360 holding.
Wealthspire Advisors (New York) first reported a position in Vistra in Q2 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.