DWA
V icon

Delap Wealth Advisory’s Visa V Stock Holding History

Delap 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
Q2 		$258K Buy
753
+14
+2% +$4.5K 0.09% 80
2026
Q1 		$223K Sell
739
-210
-22% -$67.5K 0.08% 83
2025
Q4 		$333K Buy
949
+144
+18% +$49.1K 0.13% 78
2025
Q3 		$280K Buy
805
+25
+3% +$8.65K 0.12% 73
2025
Q2 		$277K Buy
780
+11
+1% +$3.83K 0.13% 67
2025
Q1 		$270K Sell
769
-265
-26% -$89.7K 0.15% 66
2024
Q4 		$327K Buy
1,034
+256
+33% +$77K 0.2% 53
2024
Q3 		$214K Sell
778
-180
-19% -$48.7K 0.14% 59
2024
Q2 		$251K Sell
958
-2,270
-70% -$622K 0.12% 96
2024
Q1 		$901K Buy
3,228
+1,603
+99% +$443K 0.36% 44
2023
Q4 		$423K Buy
+1,625
New +$401K 0.19% 55
2023
Q1 		– Sell
-1,042
Closed -$216K – 72
2022
Q4 		$216K Buy
+1,042
New +$210K 0.23% 63

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

Delap Wealth Advisory's V Position: Q2 2026 in Review

Delap Wealth Advisory increased its Visa (V) stake by 1.9% in Q2 2026, buying an estimated $4.5K and bringing the position to 753 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #80.

Delap Wealth Advisory first reported a position in V in Q4 2022 and has held it in 12 quarters since. The position peaked at $901K in Q1 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Delap Wealth Advisory held 753 shares of Visa worth $258K as of Q2 2026.
  • Delap Wealth Advisory bought 14 Visa shares in Q2 2026, an estimated $4.5K.
  • Visa made up 0.09% of Delap Wealth Advisory's portfolio in Q2 2026, its #80 holding.
  • Delap Wealth Advisory first reported a position in Visa in Q4 2022 and has held it in 12 quarters since.
  • Delap Wealth Advisory's Visa position peaked at $901K in Q1 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.