WestHill Financial Advisors’s Vistra VST Stock Holding History

WestHill Financial Advisors’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	$305K	Sell	1,925 -6	-0.3%	-$931	0.05%	64
2026 Q1	$290K	Sell	1,931 -5	-0.3%	-$809	0.06%	61
2025 Q4	$312K	Buy	1,936 +5	+0.3%	+$911	0.06%	60
2025 Q3	$378K	Buy	1,931 +6	+0.3%	+$1.19K	0.07%	50
2025 Q2	$373K	Hold	1,925	–	–	0.08%	49
2025 Q1	$226K	Hold	1,925	–	–	0.05%	67
2024 Q4	$265K	Hold	1,925	–	–	0.06%	61
2024 Q3	$228K	Buy	+1,925	New	+$163K	0.05%	68

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

WestHill Financial Advisors's VST Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Vistra (VST) stake by 0.31% in Q2 2026, selling an estimated $931 and leaving 1,925 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #64.

WestHill Financial Advisors first reported a position in VST in Q3 2024 and has held it in 8 quarters since. The position peaked at $378K in Q3 2025. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

WestHill Financial Advisors held 1,925 shares of Vistra worth $305K as of Q2 2026.
WestHill Financial Advisors sold 6 Vistra shares in Q2 2026, an estimated $931.
Vistra made up 0.05% of WestHill Financial Advisors's portfolio in Q2 2026, its #64 holding.
WestHill Financial Advisors first reported a position in Vistra in Q3 2024 and has held it in 8 quarters since.
WestHill Financial Advisors's Vistra position peaked at $378K in Q3 2025.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.