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Centennial Wealth Advisory’s Visa V Stock Holding History

Centennial Wealth Advisory’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 		$560K Buy
1,633
+23
+1% +$7.38K 0.12% 116
2026
Q1 		$487K Sell
1,610
-162
-9% -$52.1K 0.12% 109
2025
Q4 		$622K Buy
1,772
+146
+9% +$49.7K 0.16% 83
2025
Q3 		$555K Buy
1,626
+471
+41% +$163K 0.15% 92
2025
Q2 		$412K Buy
+1,155
New +$403K 0.13% 110
2024
Q3 		– Sell
-922
Closed -$242K – 167
2024
Q2 		$242K Buy
+922
New +$253K 0.1% 127

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

Centennial Wealth Advisory's V Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $7.38K and bringing the position to 1,633 shares worth $560K. The position accounts for 0.12% of the portfolio, ranked #116.

Centennial Wealth Advisory first reported a position in V in Q2 2024 and has held it in 6 quarters since. The position peaked at $622K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Centennial Wealth Advisory held 1,633 shares of Visa worth $560K as of Q2 2026.
  • Centennial Wealth Advisory bought 23 Visa shares in Q2 2026, an estimated $7.38K.
  • Visa made up 0.12% of Centennial Wealth Advisory's portfolio in Q2 2026, its #116 holding.
  • Centennial Wealth Advisory first reported a position in Visa in Q2 2024 and has held it in 6 quarters since.
  • Centennial Wealth Advisory's Visa position peaked at $622K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.