Winch Advisory Services’s Vistra VST Stock Holding History

Winch Advisory Services’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	$8.61K	Hold	54	–	–	﹤0.01%	354
2026 Q1	$8.15K	Hold	54	–	–	﹤0.01%	338
2025 Q4	$8.74K	Hold	54	–	–	﹤0.01%	326
2025 Q3	$10.6K	Hold	54	–	–	﹤0.01%	295
2025 Q2	$10.5K	Hold	54	–	–	﹤0.01%	290
2025 Q1	$6.35K	Buy	+54	New	+$8.07K	﹤0.01%	321

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 $3.38T AUM 44.17% 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

Winch Advisory Services's VST Position: Q2 2026 in Review

Winch Advisory Services held its Vistra (VST) position steady in Q2 2026 at 54 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Winch Advisory Services first reported a position in VST in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6K in Q3 2025. 1,413 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Winch Advisory Services held 54 shares of Vistra worth $8.61K as of Q2 2026.
Winch Advisory Services left its Vistra share count unchanged in Q2 2026.
Vistra made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #354 holding.
Winch Advisory Services first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
Winch Advisory Services's Vistra position peaked at $10.6K in Q3 2025.
1,413 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.