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Canvas Wealth Advisors’s Visa V Stock Holding History

Canvas 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 		$633K Sell
1,845
-39
-2% -$12.5K 0.09% 117
2026
Q1 		$569K Buy
1,884
+138
+8% +$44.4K 0.1% 115
2025
Q4 		$612K Sell
1,746
-143
-8% -$48.7K 0.1% 98
2025
Q3 		$661K Sell
1,889
-44
-2% -$15.2K 0.12% 90
2025
Q2 		$687K Sell
1,933
-389
-17% -$136K 0.14% 87
2025
Q1 		$770K Buy
2,322
+158
+7% +$53.5K 0.2% 77
2024
Q4 		$684K Buy
2,164
+68
+3% +$20.4K 0.17% 81
2024
Q3 		$576K Buy
2,096
+289
+16% +$78.1K 0.16% 79
2024
Q2 		$475K Sell
1,807
-257
-12% -$70.4K 0.15% 84
2024
Q1 		$563K Buy
2,064
+612
+42% +$169K 0.19% 67
2023
Q4 		$384K Sell
1,452
-47
-3% -$11.6K 0.14% 85
2023
Q3 		$350K Sell
1,499
-57
-4% -$13.7K 0.14% 84
2023
Q2 		$374K Sell
1,556
-542
-26% -$124K 0.14% 84
2023
Q1 		$480K Sell
2,098
-157
-7% -$34.9K 0.2% 72
2022
Q4 		$495K Buy
2,255
+506
+29% +$102K 0.21% 74
2022
Q3 		$356K Buy
1,749
+10
+0.6% +$2.04K 0.15% 85
2022
Q2 		$342K Buy
1,739
+329
+23% +$68K 0.14% 91
2022
Q1 		$294K Sell
1,410
-439
-24% -$94.9K 0.11% 115
2021
Q4 		$401K Buy
1,849
+290
+19% +$62.3K 0.14% 98
2021
Q3 		$347K Buy
+1,559
New +$366K 0.14% 91

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

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

Canvas Wealth Advisors reduced its Visa (V) stake by 2.1% in Q2 2026, selling an estimated $12.5K and leaving 1,845 shares worth $633K. The position accounts for 0.09% of the portfolio, ranked #117.

Canvas Wealth Advisors first reported a position in V in Q3 2021 and has held it in 20 quarters since. The position peaked at $770K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Canvas Wealth Advisors held 1,845 shares of Visa worth $633K as of Q2 2026.
  • Canvas Wealth Advisors sold 39 Visa shares in Q2 2026, an estimated $12.5K.
  • Visa made up 0.09% of Canvas Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Canvas Wealth Advisors first reported a position in Visa in Q3 2021 and has held it in 20 quarters since.
  • Canvas Wealth Advisors's Visa position peaked at $770K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.