EWA
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Encompass Wealth Advisors’s Visa V Stock Holding History

Encompass 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 		$355K Sell
1,035
-35
-3% -$11.2K 0.11% 80
2026
Q1 		$324K Sell
1,070
-30
-3% -$9.65K 0.11% 76
2025
Q4 		$386K Sell
1,100
-13
-1% -$4.43K 0.13% 73
2025
Q3 		$380K Sell
1,113
-3
-0.3% -$1.04K 0.13% 82
2025
Q2 		$396K Buy
1,116
+6
+0.5% +$2.09K 0.15% 72
2025
Q1 		$389K Sell
1,110
-19
-2% -$6.43K 0.16% 72
2024
Q4 		$357K Sell
1,129
-2,496
-69% -$751K 0.14% 77
2024
Q3 		$997K Hold
3,625
– – 0.25% 83
2024
Q2 		$951K Buy
3,625
+53
+1% +$14.5K 0.25% 81
2024
Q1 		$997K Buy
3,572
+44
+1% +$12.1K 0.26% 81
2023
Q4 		$919K Buy
3,528
+19
+0.5% +$4.68K 0.28% 72
2023
Q3 		$807K Sell
3,509
-13
-0.4% -$3.13K 0.27% 77
2023
Q2 		$836K Sell
3,522
-612
-15% -$140K 0.27% 73
2023
Q1 		$932K Sell
4,134
-150
-4% -$33.4K 0.32% 62
2022
Q4 		$890K Buy
4,284
+446
+12% +$89.9K 0.32% 60
2022
Q3 		$682K Buy
3,838
+483
+14% +$98.3K 0.26% 69
2022
Q2 		$661K Sell
3,355
-297
-8% -$61.4K 0.23% 73
2022
Q1 		$810K Buy
3,652
+1,549
+74% +$335K 0.2% 83
2021
Q4 		$456K Hold
2,103
– – 0.11% 140
2021
Q3 		$468K Buy
2,103
+60
+3% +$14.1K 0.12% 129
2021
Q2 		$477K Buy
2,043
+10
+0.5% +$2.29K 0.12% 138
2021
Q1 		$471K Buy
+2,033
New +$428K 0.12% 139

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

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

Encompass Wealth Advisors reduced its Visa (V) stake by 3.3% in Q2 2026, selling an estimated $11.2K and leaving 1,035 shares worth $355K. The position accounts for 0.11% of the portfolio, ranked #80.

Encompass Wealth Advisors first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $997K in Q1 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Encompass Wealth Advisors held 1,035 shares of Visa worth $355K as of Q2 2026.
  • Encompass Wealth Advisors sold 35 Visa shares in Q2 2026, an estimated $11.2K.
  • Visa made up 0.11% of Encompass Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Encompass Wealth Advisors first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Visa position peaked at $997K in Q1 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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