CWAF
V icon

Core Wealth Advisors (Florida)’s Visa V Stock Holding History

Core Wealth Advisors (Florida)’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 		$564K Buy
1,643
+358
+28% +$115K 0.11% 76
2026
Q1 		$388K Buy
1,285
+48
+4% +$15.4K 0.09% 80
2025
Q4 		$434K Sell
1,237
-491
-28% -$167K 0.11% 63
2025
Q3 		$590K Buy
1,728
+385
+29% +$133K 0.15% 51
2025
Q2 		$477K Buy
1,343
+541
+67% +$189K 0.14% 47
2025
Q1 		$281K Buy
+802
New +$271K 0.09% 56
2024
Q2 		– Sell
-407
Closed -$114K – 228
2024
Q1 		$114K Buy
407
+15
+4% +$4.14K 0.04% 68
2023
Q4 		$102K Sell
392
-399
-50% -$98.3K 0.04% 64
2023
Q3 		$182K Hold
791
– – 0.07% 46
2023
Q2 		$188K Buy
791
+70
+10% +$16K 0.08% 48
2023
Q1 		$163K Sell
721
-34
-5% -$7.57K 0.06% 52
2022
Q4 		$157K Hold
755
– – 0.07% 46
2022
Q3 		$134K Hold
755
– – 0.08% 42
2022
Q2 		$149K Sell
755
-105
-12% -$21.7K 0.09% 40
2022
Q1 		$191K Sell
860
-167
-16% -$36.1K 0.11% 37
2021
Q4 		$223K Sell
1,027
-3
-0.3% -$644 0.13% 36
2021
Q3 		$229K Sell
1,030
-21
-2% -$4.92K 0.15% 38
2021
Q2 		$246K Sell
1,051
-1,816
-63% -$415K 0.16% 33
2021
Q1 		$607K Buy
2,867
+206
+8% +$43.4K 0.54% 20
2020
Q4 		$582K Buy
2,661
+130
+5% +$26.6K 0.52% 20
2020
Q3 		$506K Buy
2,531
+89
+4% +$17.8K 0.47% 24
2020
Q2 		$472K Buy
2,442
+1,517
+164% +$277K 0.42% 28
2020
Q1 		$149K Buy
+925
New +$174K 0.11% 40

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

Core Wealth Advisors (Florida)'s V Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Visa (V) stake by 28% in Q2 2026, buying an estimated $115K and bringing the position to 1,643 shares worth $564K. The position accounts for 0.11% of the portfolio, ranked #76.

Core Wealth Advisors (Florida) first reported a position in V in Q1 2020 and has held it in 23 quarters since. The position peaked at $607K in Q1 2021. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Core Wealth Advisors (Florida) held 1,643 shares of Visa worth $564K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 358 Visa shares in Q2 2026, an estimated $115K.
  • Visa made up 0.11% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #76 holding.
  • Core Wealth Advisors (Florida) first reported a position in Visa in Q1 2020 and has held it in 23 quarters since.
  • Core Wealth Advisors (Florida)'s Visa position peaked at $607K in Q1 2021.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.