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Crux Wealth Advisors’s Visa V Stock Holding History

Crux 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 		$2.47M Buy
7,198
+2
+0% +$642 0.86% 34
2026
Q1 		$2.17M Buy
7,196
+68
+1% +$21.9K 0.83% 35
2025
Q4 		$2.5M Sell
7,128
-135
-2% -$46K 0.93% 32
2025
Q3 		$2.48M Buy
7,263
+412
+6% +$143K 0.98% 29
2025
Q2 		$2.43M Buy
6,851
+563
+9% +$196K 1.04% 26
2025
Q1 		$2.2M Sell
6,288
-35
-0.6% -$11.8K 1.15% 25
2024
Q4 		$2M Buy
+6,323
New +$1.9M 1.11% 29

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Crux Wealth Advisors increased its Visa (V) stake by 0.03% in Q2 2026, buying an estimated $642 and bringing the position to 7,198 shares worth $2.47M. The position accounts for 0.86% of the portfolio, ranked #34.

Crux Wealth Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Crux Wealth Advisors held 7,198 shares of Visa worth $2.47M as of Q2 2026.
  • Crux Wealth Advisors bought 2 Visa shares in Q2 2026, an estimated $642.
  • Visa made up 0.86% of Crux Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Crux Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Visa position peaked at $2.5M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.