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 Q3	$332K	Sell	924 -1	-0.1%	-$366	0.23%	87
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's V Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Visa (V) stake by 0.11% in Q3 2026, selling an estimated $366 and leaving 924 shares worth $332K. The position accounts for 0.23% of the portfolio, ranked #87.

Blake Schutter Theil Wealth Advisors first reported a position in V in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q3 2024. 2,916 funds tracked by Wall St. Rank hold V as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 924 shares of Visa worth $332K as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 1 Visa share in Q3 2026, an estimated $366.
Visa made up 0.23% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #87 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Visa in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Visa position peaked at $1.43M in Q3 2024.
2,916 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.