Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Sell
633
-64
-9% -$20.5K 0.1% 139
2026
Q1
$211K Buy
697
+124
+22% +$39.9K 0.11% 123
2025
Q4
$201K Sell
573
-4,854
-89% -$1.65M 0.12% 122
2025
Q3
$1.85M Buy
+5,427
New +$1.88M 1.24% 21

Other funds holding V

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

Exit Wealth Advisors reduced its Visa (V) stake by 9.2% in Q2 2026, selling an estimated $20.5K and leaving 633 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #139.

Exit Wealth Advisors first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.85M in Q3 2025. 4,548 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Exit Wealth Advisors held 633 shares of Visa worth $217K as of Q2 2026.
  • Exit Wealth Advisors sold 64 Visa shares in Q2 2026, an estimated $20.5K.
  • Visa made up 0.1% of Exit Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Exit Wealth Advisors first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Exit Wealth Advisors's Visa position peaked at $1.85M in Q3 2025.
  • 4,548 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.