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BlueChip Wealth Advisors’s Visa V Stock Holding History

BlueChip 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 		$683K Sell
1,990
-6
-0.3% -$1.93K 0.26% 75
2026
Q1 		$603K Sell
1,996
-40
-2% -$12.9K 0.26% 70
2025
Q4 		$714K Sell
2,036
-761
-27% -$259K 0.3% 59
2025
Q3 		$955K Buy
2,797
+727
+35% +$252K 0.41% 49
2025
Q2 		$735K Buy
2,070
+22
+1% +$7.67K 0.33% 60
2025
Q1 		$718K Buy
2,048
+26
+1% +$8.8K 0.35% 65
2024
Q4 		$639K Sell
2,022
-751
-27% -$226K 0.35% 63
2024
Q3 		$763K Sell
2,773
-123
-4% -$33.3K 0.4% 54
2024
Q2 		$760K Buy
2,896
+839
+41% +$230K 0.45% 50
2024
Q1 		$574K Sell
2,057
-647
-24% -$179K 0.37% 56
2023
Q4 		$704K Buy
+2,704
New +$666K 0.49% 50

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlueChip Wealth Advisors reduced its Visa (V) stake by 0.3% in Q2 2026, selling an estimated $1.93K and leaving 1,990 shares worth $683K. The position accounts for 0.26% of the portfolio, ranked #75.

BlueChip Wealth Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $955K in Q3 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BlueChip Wealth Advisors held 1,990 shares of Visa worth $683K as of Q2 2026.
  • BlueChip Wealth Advisors sold 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.26% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • BlueChip Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • BlueChip Wealth Advisors's Visa position peaked at $955K in Q3 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.