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Etesian Wealth Advisors’s Visa V Stock Holding History

Etesian 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 		$1.53M Sell
4,470
-114
-2% -$36.6K 0.45% 52
2026
Q1 		$1.39M Sell
4,584
-135
-3% -$43.4K 0.44% 55
2025
Q4 		$1.66M Sell
4,719
-176
-4% -$60K 0.52% 49
2025
Q3 		$1.67M Sell
4,895
-591
-11% -$205K 0.55% 48
2025
Q2 		$1.95M Sell
5,486
-116
-2% -$40.4K 0.73% 38
2025
Q1 		$1.96M Sell
5,602
-19
-0.3% -$6.43K 0.85% 33
2024
Q4 		$1.78M Sell
5,621
-56
-1% -$16.8K 0.79% 34
2024
Q3 		$1.56M Buy
5,677
+154
+3% +$41.6K 0.71% 40
2024
Q2 		$1.45M Sell
5,523
-58
-1% -$15.9K 0.81% 35
2024
Q1 		$1.56M Sell
5,581
-423
-7% -$117K 0.89% 34
2023
Q4 		$1.56M Sell
6,004
-120
-2% -$29.6K 0.94% 36
2023
Q3 		$1.41M Sell
6,124
-58
-0.9% -$13.9K 0.95% 35
2023
Q2 		$1.47M Sell
6,182
-73
-1% -$16.7K 0.96% 35
2023
Q1 		$1.41M Sell
6,255
-268
-4% -$59.7K 0.94% 37
2022
Q4 		$1.36M Buy
+6,523
New +$1.32M 0.99% 39

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

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

Etesian Wealth Advisors reduced its Visa (V) stake by 2.5% in Q2 2026, selling an estimated $36.6K and leaving 4,470 shares worth $1.53M. The position accounts for 0.45% of the portfolio, ranked #52.

Etesian Wealth Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Etesian Wealth Advisors held 4,470 shares of Visa worth $1.53M as of Q2 2026.
  • Etesian Wealth Advisors sold 114 Visa shares in Q2 2026, an estimated $36.6K.
  • Visa made up 0.45% of Etesian Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Etesian Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Visa position peaked at $1.96M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.