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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
Q2 		$583K Buy
+1,700
New +$546K 0.13% 88
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
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

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

Flagship Wealth Advisors opened a new position in Visa (V) in Q2 2026: 1,700 shares worth $583K. The stake represents 0.13% of the portfolio and ranks #88 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in V as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in V in Q3 2025 and has held it in 3 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Flagship Wealth Advisors held 1,700 shares of Visa worth $583K as of Q2 2026.
  • Visa was a new Flagship Wealth Advisors position in Q2 2026.
  • Visa made up 0.13% of Flagship Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Flagship Wealth Advisors first reported a position in Visa in Q3 2025 and has held it in 3 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.