Whitaker-Myers Wealth Managers’s Vistra VST Stock Holding History

Whitaker-Myers Wealth Managers’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	$2.17M	Buy	13,702 +19	+0.1%	+$2.95K	0.36%	50
2026 Q1	$2.06M	Buy	13,683 +3,685	+37%	+$596K	0.41%	45
2025 Q4	$1.61M	Buy	9,998 +6,043	+153%	+$1.1M	0.34%	44
2025 Q3	$775K	Buy	+3,955	New	+$784K	0.17%	77

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

Whitaker-Myers Wealth Managers's VST Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its Vistra (VST) stake by 0.14% in Q2 2026, buying an estimated $2.95K and bringing the position to 13,702 shares worth $2.17M. The position accounts for 0.36% of the portfolio, ranked #50.

Whitaker-Myers Wealth Managers first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 1,404 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Whitaker-Myers Wealth Managers held 13,702 shares of Vistra worth $2.17M as of Q2 2026.
Whitaker-Myers Wealth Managers bought 19 Vistra shares in Q2 2026, an estimated $2.95K.
Vistra made up 0.36% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #50 holding.
Whitaker-Myers Wealth Managers first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
1,404 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.