AWAP
V icon

Alliance Wealth Advisors (Pennsylvania)’s Visa V Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$430K Sell
1,252
-19
-1% -$6.1K 0.14% 101
2026
Q1 		$384K Buy
1,271
+216
+20% +$69.5K 0.17% 107
2025
Q4 		$370K Buy
1,055
+23
+2% +$7.84K 0.16% 104
2025
Q3 		$352K Buy
1,032
+23
+2% +$7.96K 0.16% 110
2025
Q2 		$358K Buy
1,009
+25
+3% +$8.71K 0.18% 103
2025
Q1 		$345K Sell
984
-142
-13% -$48K 0.2% 97
2024
Q4 		$356K Buy
1,126
+5
+0.4% +$1.5K 0.2% 94
2024
Q3 		$308K Buy
1,121
+39
+4% +$10.5K 0.18% 112
2024
Q2 		$284K Sell
1,082
-90
-8% -$24.7K 0.18% 107
2024
Q1 		$327K Sell
1,172
-14
-1% -$3.87K 0.21% 99
2023
Q4 		$309K Sell
1,186
-91
-7% -$22.4K 0.2% 94
2023
Q3 		$294K Buy
1,277
+1
+0.1% +$240 0.21% 92
2023
Q2 		$303K Buy
1,276
+53
+4% +$12.1K 0.22% 91
2023
Q1 		$276K Sell
1,223
-71
-5% -$15.8K 0.21% 97
2022
Q4 		$269K Sell
1,294
-10
-0.8% -$2.02K 0.22% 91
2022
Q3 		$232K Sell
1,304
-30
-2% -$6.11K 0.22% 92
2022
Q2 		$263K Hold
1,334
– – 0.23% 91
2022
Q1 		$296K Sell
1,334
-31
-2% -$6.71K 0.25% 92
2021
Q4 		$296K Buy
1,365
+39
+3% +$8.37K 0.24% 88
2021
Q3 		$295K Buy
1,326
+56
+4% +$13.1K 0.26% 82
2021
Q2 		$297K Buy
1,270
+167
+15% +$38.2K 0.27% 81
2021
Q1 		$234K Buy
+1,103
New +$232K 0.23% 92

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

Alliance Wealth Advisors (Pennsylvania)'s V Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $6.1K and leaving 1,252 shares worth $430K. The position accounts for 0.14% of the portfolio, ranked #101.

Alliance Wealth Advisors (Pennsylvania) first reported a position in V in Q1 2021 and has held it in 22 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,252 shares of Visa worth $430K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 19 Visa shares in Q2 2026, an estimated $6.1K.
  • Visa made up 0.14% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #101 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.