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BlueSky Wealth Advisors’s Visa V Stock Holding History

BlueSky 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 		$203K Sell
591
-128
-18% -$41.1K 0.02% 109
2026
Q1 		$217K Buy
719
+29
+4% +$9.32K 0.03% 109
2025
Q4 		$242K Hold
690
– – 0.03% 72
2025
Q3 		$236K Buy
+690
New +$239K 0.03% 76
2024
Q4 		– Sell
-940
Closed -$258K – 76
2024
Q3 		$258K Sell
940
-76
-7% -$20.5K 0.04% 68
2024
Q2 		$267K Buy
+1,016
New +$278K 0.04% 64

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

BlueSky Wealth Advisors reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $41.1K and leaving 591 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #109.

BlueSky Wealth Advisors first reported a position in V in Q2 2024 and has held it in 6 quarters since. The position peaked at $267K in Q2 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BlueSky Wealth Advisors held 591 shares of Visa worth $203K as of Q2 2026.
  • BlueSky Wealth Advisors sold 128 Visa shares in Q2 2026, an estimated $41.1K.
  • Visa made up 0.02% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • BlueSky Wealth Advisors first reported a position in Visa in Q2 2024 and has held it in 6 quarters since.
  • BlueSky Wealth Advisors's Visa position peaked at $267K in Q2 2024.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.