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Cura Wealth Advisors’s Visa V Stock Holding History

Cura 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 		$404K Sell
1,177
-58
-5% -$18.6K 0.17% 71
2026
Q1 		$373K Buy
1,235
+109
+10% +$35K 0.17% 70
2025
Q4 		$395K Buy
1,126
+89
+9% +$30.3K 0.15% 75
2025
Q3 		$354K Buy
1,037
+53
+5% +$18.3K 0.14% 71
2025
Q2 		$349K Sell
984
-4
-0.4% -$1.39K 0.14% 70
2025
Q1 		$346K Hold
988
– – 0.14% 66
2024
Q4 		$312K Buy
+988
New +$297K 0.14% 67

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

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

Cura Wealth Advisors reduced its Visa (V) stake by 4.7% in Q2 2026, selling an estimated $18.6K and leaving 1,177 shares worth $404K. The position accounts for 0.17% of the portfolio, ranked #71.

Cura Wealth Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cura Wealth Advisors held 1,177 shares of Visa worth $404K as of Q2 2026.
  • Cura Wealth Advisors sold 58 Visa shares in Q2 2026, an estimated $18.6K.
  • Visa made up 0.17% of Cura Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Cura Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.