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Consilium Wealth Advisory’s Visa V Stock Holding History

Consilium 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
Q1 		$1,000K Buy
3,307
+704
+27% +$226K 0.34% 46
2025
Q4 		$913K Buy
2,603
+97
+4% +$33K 0.34% 48
2025
Q3 		$856K Buy
2,506
+79
+3% +$27.3K 0.33% 51
2025
Q2 		$862K Buy
+2,427
New +$846K 0.36% 46

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

Consilium Wealth Advisory's V Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Visa (V) stake by 27% in Q1 2026, buying an estimated $226K and bringing the position to 3,307 shares worth $1,000K. The position accounts for 0.34% of the portfolio, ranked #46.

Consilium Wealth Advisory first reported a position in V in Q2 2025 and has held it in 4 quarters since. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Consilium Wealth Advisory held 3,307 shares of Visa worth $1,000K as of Q1 2026.
  • Consilium Wealth Advisory bought 704 Visa shares in Q1 2026, an estimated $226K.
  • Visa made up 0.34% of Consilium Wealth Advisory's portfolio in Q1 2026, its #46 holding.
  • Consilium Wealth Advisory first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.