WWM
VST icon

Western Wealth Management’s Vistra VST Stock Holding History

Western Wealth Management’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
Q1 		$509K Buy
3,383
+1,251
+59% +$202K 0.02% 636
2025
Q4 		$344K Buy
2,132
+12
+0.6% +$2.19K 0.02% 622
2025
Q3 		$415K Buy
2,120
+24
+1% +$4.75K 0.02% 488
2025
Q2 		$406K Buy
2,096
+166
+9% +$24.6K 0.02% 477
2025
Q1 		$227K Sell
1,930
-52
-3% -$7.77K 0.02% 615
2024
Q4 		$273K Hold
1,982
– – 0.02% 555
2024
Q3 		$235K Buy
+1,982
New +$168K 0.01% 672
2022
Q4 		– Sell
-10,957
Closed -$232K – 798
2022
Q3 		$232K Buy
10,957
+8
+0.1% +$194 0.01% 713
2022
Q2 		$252K Buy
+10,949
New +$271K 0.01% 667

Other funds holding VST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Western Wealth Management's VST Position: Q1 2026 in Review

Western Wealth Management increased its Vistra (VST) stake by 59% in Q1 2026, buying an estimated $202K and bringing the position to 3,383 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #636.

Western Wealth Management first reported a position in VST in Q2 2022 and has held it in 9 quarters since. 1,309 funds tracked by Wall St. Rank hold VST as of Q1 2026.

  • Western Wealth Management held 3,383 shares of Vistra worth $509K as of Q1 2026.
  • Western Wealth Management bought 1,251 Vistra shares in Q1 2026, an estimated $202K.
  • Vistra made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #636 holding.
  • Western Wealth Management first reported a position in Vistra in Q2 2022 and has held it in 9 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Vistra as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.