Whitaker-Myers Wealth Managers
VST icon

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
Q3 		– Sell
-13,702
Closed -$2.17M – 132
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

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VST Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers sold out of Vistra (VST) in Q3 2026, closing a stake of 13,702 shares — an estimated $2.17M sold.

Whitaker-Myers Wealth Managers first reported a position in VST in Q3 2025 and held it in 4 quarters. The position peaked at $2.17M in Q2 2026. 543 funds tracked by Wall St. Rank hold VST as of Q3 2026.

  • Whitaker-Myers Wealth Managers reported no remaining Vistra position as of Q3 2026 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 13,702 Vistra shares in Q3 2026, an estimated $2.17M.
  • Whitaker-Myers Wealth Managers first reported a position in Vistra in Q3 2025 and held it in 4 quarters.
  • Whitaker-Myers Wealth Managers's Vistra position peaked at $2.17M in Q2 2026.
  • 543 funds tracked by Wall St. Rank held Vistra as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.