Westover Capital Advisors’s Vistra VST Stock Holding History

Westover Capital 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	$6.19M	Sell	39,002 -1,625	-4%	-$252K	1.03%	24
2026 Q1	$6.11M	Buy	40,627 +109	+0.3%	+$17.6K	1.12%	25
2025 Q4	$6.54M	Sell	40,518 -3,818	-9%	-$695K	1.19%	20
2025 Q3	$8.69M	Sell	44,336 -1,766	-4%	-$350K	1.61%	18
2025 Q2	$8.94M	Sell	46,102 -4,806	-9%	-$711K	1.79%	14
2025 Q1	$5.98M	Sell	50,908 -6,901	-12%	-$1.03M	1.33%	19
2024 Q4	$7.97M	Sell	57,809 -9,648	-14%	-$1.34M	1.75%	13
2024 Q3	$8M	Sell	67,457 -2,109	-3%	-$179K	1.54%	16
2024 Q2	$5.98M	Sell	69,566 -4,486	-6%	-$375K	1.54%	16
2024 Q1	$5.16M	Sell	74,052 -646	-0.9%	-$32K	1.51%	19
2023 Q4	$2.88M	Buy	+74,698	New	+$2.6M	0.94%	29

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

Westover Capital Advisors's VST Position: Q2 2026 in Review

Westover Capital Advisors reduced its Vistra (VST) stake by 4% in Q2 2026, selling an estimated $252K and leaving 39,002 shares worth $6.19M. The position accounts for 1.03% of the portfolio, ranked #24.

Westover Capital Advisors first reported a position in VST in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.94M in Q2 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Westover Capital Advisors held 39,002 shares of Vistra worth $6.19M as of Q2 2026.
Westover Capital Advisors sold 1,625 Vistra shares in Q2 2026, an estimated $252K.
Vistra made up 1.03% of Westover Capital Advisors's portfolio in Q2 2026, its #24 holding.
Westover Capital Advisors first reported a position in Vistra in Q4 2023 and has held it in 11 quarters since.
Westover Capital Advisors's Vistra position peaked at $8.94M in Q2 2025.
1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.