Blodgett Wealth Advisors’s Visa V Stock Holding History

Blodgett 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	$630K	Hold	1,835	–	–	0.42%	33
2026 Q1	$555K	Hold	1,835	–	–	0.44%	33
2025 Q4	$644K	Hold	1,835	–	–	0.45%	33
2025 Q3	$626K	Hold	1,835	–	–	0.43%	32
2025 Q2	$652K	Sell	1,835 -200	-10%	-$69.7K	0.51%	31
2025 Q1	$713K	Sell	2,035 -725	-26%	-$245K	0.61%	30
2024 Q4	$872K	Sell	2,760 -405	-13%	-$122K	0.68%	24
2024 Q3	$870K	Sell	3,165 -100	-3%	-$27K	0.73%	21
2024 Q2	$857K	Sell	3,265 -525	-14%	-$144K	0.73%	20
2024 Q1	$1.06M	Buy	3,790 +30	+0.8%	+$8.28K	0.95%	20
2023 Q4	$979K	Hold	3,760	–	–	1%	19
2023 Q3	$865K	Hold	3,760	–	–	0.95%	24
2023 Q2	$893K	Buy	3,760 +550	+17%	+$126K	0.92%	25
2023 Q1	$724K	Hold	3,210	–	–	0.84%	29
2022 Q4	$667K	Hold	3,210	–	–	0.81%	30
2022 Q3	$570K	Buy	3,210 +125	+4%	+$25.4K	0.68%	33
2022 Q2	$607K	Sell	3,085 -535	-15%	-$111K	0.67%	32
2022 Q1	$803K	Sell	3,620 -475	-12%	-$103K	0.67%	37
2021 Q4	$887K	Buy	+4,095	New	+$879K	0.69%	35

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Blodgett Wealth Advisors held its Visa (V) position steady in Q2 2026 at 1,835 shares worth $630K. The position accounts for 0.42% of the portfolio, ranked #33.

Blodgett Wealth Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Blodgett Wealth Advisors held 1,835 shares of Visa worth $630K as of Q2 2026.
Blodgett Wealth Advisors left its Visa share count unchanged in Q2 2026.
Visa made up 0.42% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Blodgett Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
Blodgett Wealth Advisors's Visa position peaked at $1.06M in Q1 2024.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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