Whipplewood Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Other funds holding VST
Whipplewood Advisors's VST Position: Q2 2026 in Review
Whipplewood Advisors reduced its Vistra (VST) stake by 62% in Q2 2026, selling an estimated $13K and leaving 51 shares worth $8.09K. The position accounts for 0.01% of the portfolio, ranked #267.
Whipplewood Advisors first reported a position in VST in Q4 2024 and has held it in 5 quarters since. The position peaked at $103K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.
- Whipplewood Advisors held 51 shares of Vistra worth $8.09K as of Q2 2026.
- Whipplewood Advisors sold 84 Vistra shares in Q2 2026, an estimated $13K.
- Vistra made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #267 holding.
- Whipplewood Advisors first reported a position in Vistra in Q4 2024 and has held it in 5 quarters since.
- Whipplewood Advisors's Vistra position peaked at $103K in Q2 2025.
- 1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.