Carolina Wealth Advisors’s Visa V Stock Holding History

Carolina 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	$24.4K	Hold	71	–	–	0.01%	148
2026 Q1	$21.5K	Sell	71 -4	-5%	-$1.29K	0.01%	135
2025 Q4	$26.3K	Buy	75 +4	+6%	+$1.36K	0.01%	142
2025 Q3	$24.2K	Hold	71	–	–	0.01%	136
2025 Q2	$25.2K	Hold	71	–	–	0.01%	115
2025 Q1	$24.9K	Hold	71	–	–	0.01%	109
2024 Q4	$22.4K	Sell	71 -320	-82%	-$96.2K	0.01%	120
2024 Q3	$108K	Sell	391 -7	-2%	-$1.89K	0.05%	70
2024 Q2	$104K	Hold	398	–	–	0.05%	69
2024 Q1	$111K	Hold	398	–	–	0.06%	72
2023 Q4	$104K	Hold	398	–	–	0.05%	84
2023 Q3	$91.5K	Hold	398	–	–	0.05%	94
2023 Q2	$94.5K	Buy	398 +375	+1,630%	+$85.8K	0.06%	79
2023 Q1	$5.19K	Hold	23	–	–	﹤0.01%	178
2022 Q4	$5K	Hold	23	–	–	﹤0.01%	174
2022 Q3	$4K	Hold	23	–	–	﹤0.01%	188
2022 Q2	$5K	Hold	23	–	–	﹤0.01%	198
2022 Q1	$5K	Hold	23	–	–	﹤0.01%	208
2021 Q4	$5K	Hold	23	–	–	﹤0.01%	213
2021 Q3	$5K	Hold	23	–	–	﹤0.01%	210
2021 Q2	$5K	Sell	23 -29	-56%	-$6.63K	﹤0.01%	222
2021 Q1	$11K	Buy	52 +29	+126%	+$6.1K	0.01%	201
2020 Q4	$5K	Sell	23 -34	-60%	-$6.96K	﹤0.01%	180
2020 Q3	$11K	Buy	+57	New	+$11.4K	0.01%	131

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Carolina Wealth Advisors held its Visa (V) position steady in Q2 2026 at 71 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #148.

Carolina Wealth Advisors first reported a position in V in Q3 2020 and has held it in 24 quarters since. The position peaked at $111K in Q1 2024. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

Carolina Wealth Advisors held 71 shares of Visa worth $24.4K as of Q2 2026.
Carolina Wealth Advisors left its Visa share count unchanged in Q2 2026.
Visa made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #148 holding.
Carolina Wealth Advisors first reported a position in Visa in Q3 2020 and has held it in 24 quarters since.
Carolina Wealth Advisors's Visa position peaked at $111K in Q1 2024.
4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.