Advocacy Wealth Management Services’s Visa V Stock Holding History

Advocacy Wealth Management Services’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.3M	Sell	53,274 -412	-0.8%	-$132K	0.66%	34
2026 Q1	$16.2M	Sell	53,686 -2,299	-4%	-$739K	0.72%	32
2025 Q4	$19.6M	Sell	55,985 -1,186	-2%	-$404K	0.82%	32
2025 Q3	$19.5M	Buy	+57,171	New	+$19.8M	0.85%	32
2022 Q4	–	Sell	-4	Closed	-$1K	–	129
2022 Q3	$1K	Buy	+4	New	+$814	﹤0.01%	129
2016 Q1	–	Sell	-100	Closed	-$8K	–	559
2015 Q4	$8K	Buy	+100	New	+$7.75K	0.01%	383
2013 Q3	$91K	Buy	1,824 +1,604	+729%	+$74.1K	0.25%	71
2013 Q2	$10K	Buy	+220	New	+$9.63K	0.04%	182

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Advocacy Wealth Management Services's V Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Visa (V) stake by 0.77% in Q2 2026, selling an estimated $132K and leaving 53,274 shares worth $18.3M. The position accounts for 0.66% of the portfolio, ranked #34.

Advocacy Wealth Management Services first reported a position in V in Q2 2013 and has held it in 8 quarters since. The position peaked at $19.6M in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Advocacy Wealth Management Services held 53,274 shares of Visa worth $18.3M as of Q2 2026.
Advocacy Wealth Management Services sold 412 Visa shares in Q2 2026, an estimated $132K.
Visa made up 0.66% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #34 holding.
Advocacy Wealth Management Services first reported a position in Visa in Q2 2013 and has held it in 8 quarters since.
Advocacy Wealth Management Services's Visa position peaked at $19.6M in Q4 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.