AWA
V icon

Alaska Wealth Advisors’s Visa V Stock Holding History

Alaska Wealth Advisors’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 		$334K Hold
974
– – 0.04% 65
2026
Q1 		$294K Sell
974
-30
-3% -$9.65K 0.04% 70
2025
Q4 		$352K Buy
1,004
+9
+0.9% +$3.07K 0.04% 62
2025
Q3 		$340K Sell
995
-7
-0.7% -$2.42K 0.04% 63
2025
Q2 		$356K Buy
+1,002
New +$349K 0.05% 56

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Alaska Wealth Advisors's V Position: Q2 2026 in Review

Alaska Wealth Advisors held its Visa (V) position steady in Q2 2026 at 974 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #65.

Alaska Wealth Advisors first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $356K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alaska Wealth Advisors held 974 shares of Visa worth $334K as of Q2 2026.
  • Alaska Wealth Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.04% of Alaska Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Alaska Wealth Advisors first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Alaska Wealth Advisors's Visa position peaked at $356K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.