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

Alliance Wealth Advisors (Utah)’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 		$2.3M Sell
6,706
-2,183
-25% -$701K 0.43% 33
2026
Q1 		$2.69M Sell
8,889
-3,755
-30% -$1.21M 0.58% 27
2025
Q4 		$4.43M Sell
12,644
-5,321
-30% -$1.81M 0.96% 19
2025
Q3 		$6.13M Sell
17,965
-2,846
-14% -$985K 1.44% 7
2025
Q2 		$7.39M Sell
20,811
-841
-4% -$293K 1.78% 6
2025
Q1 		$7.59M Sell
21,652
-290
-1% -$98.1K 1.98% 6
2024
Q4 		$6.93M Buy
21,942
+352
+2% +$106K 1.79% 6
2024
Q3 		$5.94M Buy
21,590
+725
+3% +$196K 1.56% 7
2024
Q2 		$5.48M Buy
20,865
+601
+3% +$165K 1.61% 7
2024
Q1 		$5.66M Buy
20,264
+3,720
+22% +$1.03M 1.69% 6
2023
Q4 		$4.31M Buy
16,544
+147
+0.9% +$36.2K 1.45% 9
2023
Q3 		$3.77M Buy
16,397
+590
+4% +$142K 1.4% 13
2023
Q2 		$3.75M Buy
15,807
+617
+4% +$141K 1.39% 14
2023
Q1 		$3.42M Buy
15,190
+598
+4% +$133K 1.38% 12
2022
Q4 		$3.03M Buy
+14,592
New +$2.94M 1.36% 14

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah) reduced its Visa (V) stake by 25% in Q2 2026, selling an estimated $701K and leaving 6,706 shares worth $2.3M. The position accounts for 0.43% of the portfolio, ranked #33.

Alliance Wealth Advisors (Utah) first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.59M in Q1 2025. 2,307 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 6,706 shares of Visa worth $2.3M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 2,183 Visa shares in Q2 2026, an estimated $701K.
  • Visa made up 0.43% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #33 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Visa position peaked at $7.59M in Q1 2025.
  • 2,307 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.