Westside Investment Management’s Vistra VST Stock Holding History

Westside Investment 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	$21.3K	Hold	134	–	–	﹤0.01%	898
2026 Q1	$20.2K	Hold	134	–	–	﹤0.01%	894
2025 Q4	$22.1K	Buy	134 +20	+18%	+$3.64K	﹤0.01%	836
2025 Q3	$23K	Buy	114 +58	+104%	+$11.5K	﹤0.01%	832
2025 Q2	$10.4K	Buy	+56	New	+$8.29K	﹤0.01%	917
2018 Q4	–	Sell	-610	Closed	-$15.4K	–	813
2018 Q3	$15.4K	Hold	610	–	–	﹤0.01%	409
2018 Q2	$14.6K	Sell	610 -56	-8%	-$1.29K	0.01%	473
2018 Q1	$13.6K	Hold	666	–	–	0.01%	471
2017 Q4	$12.5K	Buy	666 +260	+64%	+$4.87K	0.01%	519
2017 Q3	$7.68K	Buy	+406	New	+$7K	﹤0.01%	605

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

Westside Investment Management's VST Position: Q2 2026 in Review

Westside Investment Management held its Vistra (VST) position steady in Q2 2026 at 134 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Westside Investment Management first reported a position in VST in Q3 2017 and has held it in 10 quarters since. The position peaked at $23K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Westside Investment Management held 134 shares of Vistra worth $21.3K as of Q2 2026.
Westside Investment Management left its Vistra share count unchanged in Q2 2026.
Vistra made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #898 holding.
Westside Investment Management first reported a position in Vistra in Q3 2017 and has held it in 10 quarters since.
Westside Investment Management's Vistra position peaked at $23K in Q3 2025.
1,407 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.