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Delos Wealth Advisors’s Visa V Stock Holding History

Delos 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 		$38.4K Buy
+112
New +$36K 0.02% 138
2025
Q3 		– Sell
-25
Closed -$8.88K – 319
2025
Q2 		$8.88K Buy
+25
New +$8.71K 0.01% 176
2025
Q1 		– Sell
-175
Closed -$55.3K – 182
2024
Q4 		$55.3K Buy
175
+5
+3% +$1.5K 0.04% 74
2024
Q3 		$46.7K Sell
170
-97
-36% -$26.2K 0.04% 82
2024
Q2 		$70.1K Hold
267
– – 0.07% 72
2024
Q1 		$74.5K Buy
267
+111
+71% +$30.6K 0.08% 59
2023
Q4 		$40.6K Buy
156
+150
+2,500% +$37K 0.06% 66
2023
Q3 		$1.48K Hold
6
– – ﹤0.01% 190
2023
Q2 		$1.43K Hold
6
– – ﹤0.01% 189
2023
Q1 		$1.35K Sell
6
-125
-95% -$27.8K ﹤0.01% 199
2022
Q4 		$27.2K Hold
131
– – 0.04% 81
2022
Q3 		$23K Sell
131
-252
-66% -$51.3K 0.03% 84
2022
Q2 		$75K Sell
383
-1,096
-74% -$227K 0.08% 52
2022
Q1 		$328K Sell
1,479
-157
-10% -$34K 0.32% 46
2021
Q4 		$355K Buy
1,636
+415
+34% +$89.1K 0.34% 36
2021
Q3 		$272K Buy
1,221
+1,096
+877% +$257K 0.3% 37
2021
Q2 		$29K Buy
+125
New +$28.6K 0.04% 60

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

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

Delos Wealth Advisors opened a new position in Visa (V) in Q2 2026: 112 shares worth $38.4K. The stake represents 0.02% of the portfolio and ranks #138 among its holdings. This is a return to the name: Delos Wealth Advisors previously reported a position in V as recently as Q2 2025.

Delos Wealth Advisors first reported a position in V in Q2 2021 and has held it in 17 quarters since. The position peaked at $355K in Q4 2021. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Delos Wealth Advisors held 112 shares of Visa worth $38.4K as of Q2 2026.
  • Visa was a new Delos Wealth Advisors position in Q2 2026.
  • Visa made up 0.02% of Delos Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Delos Wealth Advisors first reported a position in Visa in Q2 2021 and has held it in 17 quarters since.
  • Delos Wealth Advisors's Visa position peaked at $355K in Q4 2021.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.