CAWM
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Capital Advisors Wealth Management’s Visa V Stock Holding History

Capital Advisors Wealth Management’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 		$4.14M Buy
12,062
+531
+5% +$170K 0.49% 46
2026
Q1 		$3.49M Sell
11,531
-4,132
-26% -$1.33M 0.47% 48
2025
Q4 		$5.49M Buy
15,663
+76
+0.5% +$25.9K 0.75% 31
2025
Q3 		$5.32M Sell
15,587
-97
-0.6% -$33.6K 0.76% 32
2025
Q2 		$5.57M Buy
15,684
+173
+1% +$60.3K 0.88% 31
2025
Q1 		$5.44M Buy
15,511
+459
+3% +$155K 0.96% 31
2024
Q4 		$4.76M Buy
15,052
+209
+1% +$62.8K 0.85% 31
2024
Q3 		$4.08M Buy
14,843
+294
+2% +$79.5K 0.75% 33
2024
Q2 		$3.82M Buy
14,549
+881
+6% +$241K 0.75% 33
2024
Q1 		$3.81M Buy
13,668
+644
+5% +$178K 0.79% 31
2023
Q4 		$3.39M Buy
13,024
+169
+1% +$41.7K 0.77% 32
2023
Q3 		$2.96M Buy
12,855
+206
+2% +$49.5K 0.77% 29
2023
Q2 		$3M Buy
12,649
+511
+4% +$117K 0.77% 30
2023
Q1 		$2.74M Buy
12,138
+370
+3% +$82.4K 0.76% 34
2022
Q4 		$2.44M Buy
11,768
+282
+2% +$56.9K 0.74% 32
2022
Q3 		$2.04M Buy
11,486
+19
+0.2% +$3.87K 0.68% 33
2022
Q2 		$2.26M Buy
11,467
+712
+7% +$147K 0.73% 29
2022
Q1 		$2.38M Buy
10,755
+192
+2% +$41.5K 0.73% 33
2021
Q4 		$2.29M Buy
10,563
+45
+0.4% +$9.66K 0.7% 32
2021
Q3 		$2.34M Buy
10,518
+594
+6% +$139K 0.83% 28
2021
Q2 		$2.32M Buy
9,924
+381
+4% +$87.1K 0.86% 29
2021
Q1 		$2.02M Buy
+9,543
New +$2.01M 0.87% 30

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Capital Advisors Wealth Management's V Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Visa (V) stake by 4.6% in Q2 2026, buying an estimated $170K and bringing the position to 12,062 shares worth $4.14M. The position accounts for 0.49% of the portfolio, ranked #46.

Capital Advisors Wealth Management first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.57M in Q2 2025. 2,287 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Capital Advisors Wealth Management held 12,062 shares of Visa worth $4.14M as of Q2 2026.
  • Capital Advisors Wealth Management bought 531 Visa shares in Q2 2026, an estimated $170K.
  • Visa made up 0.49% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Capital Advisors Wealth Management first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's Visa position peaked at $5.57M in Q2 2025.
  • 2,287 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.