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Amplius Wealth Advisors’s Visa V Stock Holding History

Amplius 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 		$562K Buy
1,637
+135
+9% +$43.3K 0.04% 115
2026
Q1 		$454K Sell
1,502
-62
-4% -$19.9K 0.04% 114
2025
Q4 		$549K Buy
1,564
+199
+15% +$67.8K 0.05% 99
2025
Q3 		$466K Sell
1,365
-1,558
-53% -$539K 0.04% 110
2025
Q2 		$1.04M Buy
2,923
+616
+27% +$215K 0.1% 79
2025
Q1 		$809K Buy
2,307
+98
+4% +$33.2K 0.08% 83
2024
Q4 		$698K Buy
2,209
+84
+4% +$25.3K 0.07% 89
2024
Q3 		$584K Sell
2,125
-15
-0.7% -$4.05K 0.06% 90
2024
Q2 		$562K Sell
2,140
-84
-4% -$23K 0.06% 91
2024
Q1 		$621K Buy
2,224
+36
+2% +$9.94K 0.07% 90
2023
Q4 		$570K Buy
2,188
+35
+2% +$8.63K 0.07% 89
2023
Q3 		$495K Buy
2,153
+8
+0.4% +$1.92K 0.07% 93
2023
Q2 		$509K Buy
2,145
+16
+0.8% +$3.66K 0.07% 96
2023
Q1 		$480K Buy
2,129
+194
+10% +$43.2K 0.07% 99
2022
Q4 		$402K Sell
1,935
-1,595
-45% -$322K 0.06% 102
2022
Q3 		$627K Buy
3,530
+351
+11% +$71.4K 0.11% 72
2022
Q2 		$625K Sell
3,179
-169
-5% -$34.9K 0.1% 77
2022
Q1 		$742K Buy
3,348
+67
+2% +$14.5K 0.11% 75
2021
Q4 		$711K Buy
+3,281
New +$704K 0.1% 82

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

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

Amplius Wealth Advisors increased its Visa (V) stake by 9% in Q2 2026, buying an estimated $43.3K and bringing the position to 1,637 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #115.

Amplius Wealth Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Amplius Wealth Advisors held 1,637 shares of Visa worth $562K as of Q2 2026.
  • Amplius Wealth Advisors bought 135 Visa shares in Q2 2026, an estimated $43.3K.
  • Visa made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Amplius Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Visa position peaked at $1.04M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.