Flagship Wealth Advisors’s Visa V Stock Holding History

Flagship 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 Q1	–	Sell	-900	Closed	-$316K	–	405
2025 Q4	$316K	Hold	900	–	–	0.09%	97
2025 Q3	$307K	Buy	+900	New	+$311K	0.1%	98

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flagship Wealth Advisors's V Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of Visa (V) in Q1 2026, closing a stake of 900 shares — an estimated $316K sold.

Flagship Wealth Advisors first reported a position in V in Q3 2025 and held it in 2 quarters. The position peaked at $316K in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Flagship Wealth Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Flagship Wealth Advisors sold 900 Visa shares in Q1 2026, an estimated $316K.
Flagship Wealth Advisors first reported a position in Visa in Q3 2025 and held it in 2 quarters.
Flagship Wealth Advisors's Visa position peaked at $316K in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.