AWA
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Alta Wealth Advisors’s Visa V Stock Holding History

Alta 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 		$1.13M Sell
3,293
-75
-2% -$24.1K 0.31% 66
2026
Q1 		$1.02M Sell
3,368
-279
-8% -$89.7K 0.33% 58
2025
Q4 		$1.28M Buy
3,647
+42
+1% +$14.3K 0.43% 49
2025
Q3 		$1.23M Sell
3,605
-246
-6% -$85.1K 0.44% 52
2025
Q2 		$1.37M Buy
3,851
+5
+0.1% +$1.74K 0.65% 37
2025
Q1 		$1.35M Buy
3,846
+9
+0.2% +$3.04K 0.62% 40
2024
Q4 		$1.21M Buy
3,837
+264
+7% +$79.4K 0.53% 44
2024
Q3 		$982K Buy
3,573
+12
+0.3% +$3.24K 0.45% 53
2024
Q2 		$935K Sell
3,561
-59
-2% -$16.2K 0.47% 51
2024
Q1 		$1.01M Buy
3,620
+55
+2% +$15.2K 0.51% 48
2023
Q4 		$928K Sell
3,565
-25
-0.7% -$6.16K 0.52% 53
2023
Q3 		$826K Sell
3,590
-150
-4% -$36.1K 0.51% 57
2023
Q2 		$888K Sell
3,740
-50
-1% -$11.4K 0.52% 56
2023
Q1 		$854K Buy
3,790
+90
+2% +$20K 0.54% 60
2022
Q4 		$769K Sell
3,700
-145
-4% -$29.2K 0.52% 57
2022
Q3 		$683K Sell
3,845
-29
-0.7% -$5.9K 0.49% 58
2022
Q2 		$764K Buy
3,874
+28
+0.7% +$5.79K 0.53% 54
2022
Q1 		$853K Hold
3,846
– – 0.51% 57
2021
Q4 		$833K Sell
3,846
-2,755
-42% -$591K 0.51% 64
2021
Q3 		$1.47M Sell
6,601
-156
-2% -$36.6K 1.07% 24
2021
Q2 		$1.58M Sell
6,757
-16
-0.2% -$3.66K 1.16% 20
2021
Q1 		$1.43M Sell
6,773
-2
-0% -$421 1.2% 17
2020
Q4 		$1.48M Buy
+6,775
New +$1.39M 1.25% 17

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

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

Alta Wealth Advisors reduced its Visa (V) stake by 2.2% in Q2 2026, selling an estimated $24.1K and leaving 3,293 shares worth $1.13M. The position accounts for 0.31% of the portfolio, ranked #66.

Alta Wealth Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.58M in Q2 2021. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alta Wealth Advisors held 3,293 shares of Visa worth $1.13M as of Q2 2026.
  • Alta Wealth Advisors sold 75 Visa shares in Q2 2026, an estimated $24.1K.
  • Visa made up 0.31% of Alta Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Alta Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's Visa position peaked at $1.58M in Q2 2021.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.