West Family Investments’s Vistra VST Stock Holding History

West Family Investments’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	$217K	Buy	+1,367	New	+$212K	0.06%	426
2026 Q1	–	Sell	-2,499	Closed	-$403K	–	358
2025 Q4	$403K	Hold	2,499	–	–	0.09%	212
2025 Q3	$490K	Sell	2,499 -418	-14%	-$82.8K	0.11%	181
2025 Q2	$565K	Buy	+2,917	New	+$432K	0.15%	139
2025 Q1	–	Sell	-4,033	Closed	-$556K	–	313
2024 Q4	$556K	Hold	4,033	–	–	0.19%	106
2024 Q3	$478K	Buy	4,033 +42	+1%	+$3.56K	0.16%	129
2024 Q2	$343K	Buy	3,991 +428	+12%	+$35.8K	0.1%	159
2024 Q1	$248K	Buy	+3,563	New	+$176K	0.08%	210

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

West Family Investments's VST Position: Q2 2026 in Review

West Family Investments opened a new position in Vistra (VST) in Q2 2026: 1,367 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #426 among its holdings. This is a return to the name: West Family Investments previously reported a position in VST as recently as Q4 2025.

West Family Investments first reported a position in VST in Q1 2024 and has held it in 8 quarters since. The position peaked at $565K in Q2 2025. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

West Family Investments held 1,367 shares of Vistra worth $217K as of Q2 2026.
Vistra was a new West Family Investments position in Q2 2026.
Vistra made up 0.06% of West Family Investments's portfolio in Q2 2026, its #426 holding.
West Family Investments first reported a position in Vistra in Q1 2024 and has held it in 8 quarters since.
West Family Investments's Vistra position peaked at $565K in Q2 2025.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.