Blake Schutter Theil Wealth Advisors’s Visa V Stock Holding History

Blake Schutter Theil 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	$317K	Buy	925 +260	+39%	+$83.5K	0.21%	88
2026 Q1	$201K	Sell	665 -1	-0.2%	-$322	0.16%	111
2025 Q4	$234K	Sell	666 -31	-4%	-$10.6K	0.19%	101
2025 Q3	$238K	Hold	697	–	–	0.24%	98
2025 Q2	$247K	Hold	697	–	–	0.28%	91
2025 Q1	$244K	Sell	697 -57	-8%	-$19.3K	0.28%	96
2024 Q4	$238K	Sell	754 -4,450	-86%	-$1.34M	0.25%	101
2024 Q3	$1.43M	Buy	+5,204	New	+$1.41M	1.03%	17

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's V Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Visa (V) stake by 39% in Q2 2026, buying an estimated $83.5K and bringing the position to 925 shares worth $317K. The position accounts for 0.21% of the portfolio, ranked #88.

Blake Schutter Theil Wealth Advisors first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q3 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 925 shares of Visa worth $317K as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 260 Visa shares in Q2 2026, an estimated $83.5K.
Visa made up 0.21% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Visa position peaked at $1.43M in Q3 2024.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.