Blue Zone Wealth Advisors
V icon

Blue Zone Wealth Advisors’s Visa V Stock Holding History

Blue Zone 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 		$6.99M Sell
19,459
-8,759
-31% -$3.2M 1.1% 22
2026
Q2 		$9.7M Sell
28,218
-121
-0.4% -$38.8K 1.69% 14
2026
Q1 		$8.57M Buy
28,339
+3,012
+12% +$969K 1.74% 14
2025
Q4 		$8.88M Buy
25,327
+229
+0.9% +$78K 1.7% 11
2025
Q3 		$8.57M Buy
25,098
+928
+4% +$321K 1.71% 17
2025
Q2 		$8.58M Buy
24,170
+1,621
+7% +$565K 2.14% 11
2025
Q1 		$7.9M Sell
22,549
-1,272
-5% -$430K 2.2% 10
2024
Q4 		$7.53M Buy
23,821
+523
+2% +$157K 2.17% 12
2024
Q3 		$6.41M Buy
23,298
+473
+2% +$128K 1.99% 14
2024
Q2 		$5.99M Sell
22,825
-859
-4% -$235K 2.07% 13
2024
Q1 		$6.61M Buy
23,684
+236
+1% +$65.2K 2.27% 10
2023
Q4 		$6.1M Buy
23,448
+204
+0.9% +$50.3K 2.44% 10
2023
Q3 		$5.35M Sell
23,244
-383
-2% -$92.1K 2.35% 10
2023
Q2 		$5.61M Buy
23,627
+1,006
+4% +$230K 2.59% 9
2023
Q1 		$5.1M Sell
22,621
-185
-0.8% -$41.2K 2.73% 8
2022
Q4 		$4.74M Buy
22,806
+185
+0.8% +$37.3K 2.53% 9
2022
Q3 		$4.02M Buy
22,621
+35
+0.2% +$7.12K 2.08% 10
2022
Q2 		$4.45M Buy
22,586
+182
+0.8% +$37.6K 2.02% 10
2022
Q1 		$4.97M Buy
22,404
+1,609
+8% +$348K 1.85% 14
2021
Q4 		$4.51M Buy
20,795
+3,449
+20% +$740K 1.49% 19
2021
Q3 		$3.86M Buy
17,346
+2,033
+13% +$477K 1.34% 22
2021
Q2 		$3.58M Buy
+15,313
New +$3.5M 1.34% 24

Other funds holding V

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Blue Zone Wealth Advisors's V Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its Visa (V) stake by 31% in Q3 2026, selling an estimated $3.2M and leaving 19,459 shares worth $6.99M. The position accounts for 1.1% of the portfolio, ranked #22.

Blue Zone Wealth Advisors first reported a position in V in Q2 2021 and has held it in 22 quarters since. The position peaked at $9.7M in Q2 2026. 3,967 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Blue Zone Wealth Advisors held 19,459 shares of Visa worth $6.99M as of Q3 2026.
  • Blue Zone Wealth Advisors sold 8,759 Visa shares in Q3 2026, an estimated $3.2M.
  • Visa made up 1.1% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Blue Zone Wealth Advisors first reported a position in Visa in Q2 2021 and has held it in 22 quarters since.
  • Blue Zone Wealth Advisors's Visa position peaked at $9.7M in Q2 2026.
  • 3,967 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.