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Consilio Wealth Advisors’s Visa V Stock Holding History

Consilio 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
Q1 		$568K Buy
1,878
+59
+3% +$19K 0.17% 45
2025
Q4 		$638K Sell
1,819
-42
-2% -$14.3K 0.19% 42
2025
Q3 		$635K Sell
1,861
-27
-1% -$9.35K 0.21% 39
2025
Q2 		$658K Buy
1,888
+120
+7% +$41.8K 0.23% 38
2025
Q1 		$620K Buy
1,768
+78
+5% +$26.4K 0.26% 35
2024
Q4 		$534K Buy
1,690
+60
+4% +$18K 0.22% 36
2024
Q3 		$448K Buy
1,630
+153
+10% +$41.4K 0.18% 39
2024
Q2 		$388K Buy
1,477
+51
+4% +$14K 0.17% 40
2024
Q1 		$398K Buy
1,426
+127
+10% +$35.1K 0.19% 38
2023
Q4 		$338K Buy
1,299
+227
+21% +$56K 0.17% 40
2023
Q3 		$245K Sell
1,072
-10
-0.9% -$2.4K 0.14% 43
2023
Q2 		$257K Buy
1,082
+25
+2% +$5.72K 0.14% 40
2023
Q1 		$238K Buy
1,057
+75
+8% +$16.7K 0.13% 45
2022
Q4 		$204K Buy
+982
New +$198K 0.13% 47

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Consilio Wealth Advisors's V Position: Q1 2026 in Review

Consilio Wealth Advisors increased its Visa (V) stake by 3.2% in Q1 2026, buying an estimated $19K and bringing the position to 1,878 shares worth $568K. The position accounts for 0.17% of the portfolio, ranked #45.

Consilio Wealth Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $658K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Consilio Wealth Advisors held 1,878 shares of Visa worth $568K as of Q1 2026.
  • Consilio Wealth Advisors bought 59 Visa shares in Q1 2026, an estimated $19K.
  • Visa made up 0.17% of Consilio Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Consilio Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • Consilio Wealth Advisors's Visa position peaked at $658K in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.