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Basecamp Wealth Advisors’s Visa V Stock Holding History

Basecamp 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 		$2.34M Sell
6,808
-251
-4% -$80.6K 0.43% 29
2026
Q1 		$2.13M Buy
7,059
+4
+0.1% +$1.29K 0.44% 26
2025
Q4 		$2.47M Buy
+7,055
New +$2.4M 0.53% 23

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

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

Basecamp Wealth Advisors reduced its Visa (V) stake by 3.6% in Q2 2026, selling an estimated $80.6K and leaving 6,808 shares worth $2.34M. The position accounts for 0.43% of the portfolio, ranked #29.

Basecamp Wealth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.47M in Q4 2025. 4,534 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Basecamp Wealth Advisors held 6,808 shares of Visa worth $2.34M as of Q2 2026.
  • Basecamp Wealth Advisors sold 251 Visa shares in Q2 2026, an estimated $80.6K.
  • Visa made up 0.43% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Basecamp Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Visa position peaked at $2.47M in Q4 2025.
  • 4,534 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.