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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
2022
Q1 		– Sell
-3,600
Closed -$781K – 89
2021
Q4 		$781K Buy
+3,600
New +$773K 0.61% 37

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Blodgett Wealth Advisors's V Position: Q1 2026 in Review

Blodgett Wealth Advisors held its Visa (V) position steady in Q1 2026 at 1,835 shares worth $555K. The position accounts for 0.44% of the portfolio, ranked #33.

Blodgett Wealth Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2024. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Blodgett Wealth Advisors held 1,835 shares of Visa worth $555K as of Q1 2026.
  • Blodgett Wealth Advisors left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.44% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Blodgett Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Blodgett Wealth Advisors's Visa position peaked at $1.06M in Q1 2024.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.