Westfield Capital Management’s Vistra VST Stock Holding History

Westfield Capital 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 Q2	$70.7M	Sell	445,739 -49,136	-10%	-$7.62M	0.23%	127
2026 Q1	$74.4M	Sell	494,875 -39,070	-7%	-$6.32M	0.31%	109
2025 Q4	$86.1M	Buy	533,945 +41,385	+8%	+$7.54M	0.36%	90
2025 Q3	$96.5M	Sell	492,560 -26,726	-5%	-$5.3M	0.4%	70
2025 Q2	$101M	Buy	519,286 +186,944	+56%	+$27.7M	0.42%	66
2025 Q1	$39M	Sell	332,342 -129,822	-28%	-$19.4M	0.19%	150
2024 Q4	$63.7M	Buy	462,164 +135,042	+41%	+$18.7M	0.28%	111
2024 Q3	$38.8M	Buy	327,122 +49,833	+18%	+$4.23M	0.18%	153
2024 Q2	$23.8M	Buy	+277,289	New	+$23.2M	0.12%	182
2019 Q2	–	Sell	-13,700	Closed	-$357K	–	271
2019 Q1	$357K	Buy	+13,700	New	+$346K	﹤0.01%	235

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

Westfield Capital Management's VST Position: Q2 2026 in Review

Westfield Capital Management reduced its Vistra (VST) stake by 9.9% in Q2 2026, selling an estimated $7.62M and leaving 445,739 shares worth $70.7M. The position accounts for 0.23% of the portfolio, ranked #127.

Westfield Capital Management first reported a position in VST in Q1 2019 and has held it in 10 quarters since. The position peaked at $101M in Q2 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Westfield Capital Management held 445,739 shares of Vistra worth $70.7M as of Q2 2026.
Westfield Capital Management sold 49,136 Vistra shares in Q2 2026, an estimated $7.62M.
Vistra made up 0.23% of Westfield Capital Management's portfolio in Q2 2026, its #127 holding.
Westfield Capital Management first reported a position in Vistra in Q1 2019 and has held it in 10 quarters since.
Westfield Capital Management's Vistra position peaked at $101M in Q2 2025.
1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.