EWA
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Eagle Wealth Advisors’s Visa V Stock Holding History

Eagle 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 		$877K Sell
2,557
-812
-24% -$261K 0.67% 36
2026
Q1 		$1.02M Sell
3,369
-2,050
-38% -$659K 0.94% 23
2025
Q4 		$1.9M Buy
+5,419
New +$1.85M 1.62% 14

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

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

Eagle Wealth Advisors reduced its Visa (V) stake by 24% in Q2 2026, selling an estimated $261K and leaving 2,557 shares worth $877K. The position accounts for 0.67% of the portfolio, ranked #36.

Eagle Wealth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.9M in Q4 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Eagle Wealth Advisors held 2,557 shares of Visa worth $877K as of Q2 2026.
  • Eagle Wealth Advisors sold 812 Visa shares in Q2 2026, an estimated $261K.
  • Visa made up 0.67% of Eagle Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Eagle Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Eagle Wealth Advisors's Visa position peaked at $1.9M in Q4 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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