EWA
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EverSource Wealth Advisors’s Visa V Stock Holding History

EverSource 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 		$5.03M Sell
14,656
-4,732
-24% -$1.52M 0.17% 114
2026
Q1 		$5.86M Buy
19,388
+1,668
+9% +$536K 0.18% 104
2025
Q4 		$6.21M Sell
17,720
-272
-2% -$92.7K 0.23% 87
2025
Q3 		$6.14M Sell
17,992
-770
-4% -$266K 0.24% 86
2025
Q2 		$6.66M Buy
18,762
+16
+0.1% +$5.58K 0.3% 77
2025
Q1 		$6.57M Buy
18,746
+732
+4% +$248K 0.36% 71
2024
Q4 		$5.69M Buy
18,014
+2,714
+18% +$816K 0.32% 74
2024
Q3 		$4.21M Sell
15,300
-330
-2% -$89.2K 0.27% 80
2024
Q2 		$4.15M Buy
15,630
+3,284
+27% +$900K 0.28% 77
2024
Q1 		$3.32M Buy
12,346
+67
+0.5% +$18.5K 0.26% 87
2023
Q4 		$3.2M Buy
12,279
+736
+6% +$181K 0.29% 78
2023
Q3 		$2.65M Sell
11,543
-41
-0.4% -$9.86K 0.28% 81
2023
Q2 		$2.75M Buy
11,584
+743
+7% +$170K 0.3% 80
2023
Q1 		$2.44M Sell
10,841
-200
-2% -$44.5K 0.3% 86
2022
Q4 		$2.29M Buy
11,041
+2,651
+32% +$535K 0.35% 71
2022
Q3 		$1.49M Sell
8,390
-756
-8% -$154K 0.34% 53
2022
Q2 		$1.8M Buy
9,146
+1,477
+19% +$305K 0.46% 44
2022
Q1 		$1.7M Buy
7,669
+2,392
+45% +$517K 0.43% 48
2021
Q4 		$1.14M Buy
+5,277
New +$1.13M 0.32% 53

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

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

EverSource Wealth Advisors reduced its Visa (V) stake by 24% in Q2 2026, selling an estimated $1.52M and leaving 14,656 shares worth $5.03M. The position accounts for 0.17% of the portfolio, ranked #114.

EverSource Wealth Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.66M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • EverSource Wealth Advisors held 14,656 shares of Visa worth $5.03M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,732 Visa shares in Q2 2026, an estimated $1.52M.
  • Visa made up 0.17% of EverSource Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • EverSource Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Visa position peaked at $6.66M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.