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Forvis Mazars Wealth Advisors’s Visa V Stock Holding History

Forvis Mazars 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 		$2.7M Buy
8,947
+43
+0.5% +$13.8K 0.05% 127
2025
Q4 		$3.12M Buy
8,904
+421
+5% +$143K 0.06% 119
2025
Q3 		$2.9M Sell
8,483
-1,697
-17% -$587K 0.06% 125
2025
Q2 		$3.61M Buy
10,180
+138
+1% +$48.1K 0.08% 107
2025
Q1 		$3.52M Buy
10,042
+763
+8% +$258K 0.08% 111
2024
Q4 		$2.93M Sell
9,279
-329
-3% -$98.9K 0.07% 135
2024
Q3 		$2.64M Buy
9,608
+169
+2% +$45.7K 0.06% 146
2024
Q2 		$2.48M Buy
9,439
+1,997
+27% +$547K 0.06% 140
2024
Q1 		$2.08M Buy
7,442
+842
+13% +$232K 0.05% 159
2023
Q4 		$1.72M Buy
6,600
+212
+3% +$52.3K 0.05% 166
2023
Q3 		$1.47M Sell
6,388
-259
-4% -$62.3K 0.04% 178
2023
Q2 		$1.58M Buy
6,647
+549
+9% +$126K 0.05% 186
2023
Q1 		$1.37M Buy
6,098
+192
+3% +$42.7K 0.05% 178
2022
Q4 		$1.23M Buy
5,906
+217
+4% +$43.8K 0.04% 181
2022
Q3 		$1.01M Buy
5,689
+187
+3% +$38.1K 0.04% 191
2022
Q2 		$1.08M Buy
5,502
+1,217
+28% +$252K 0.04% 178
2022
Q1 		$950K Buy
4,285
+189
+5% +$40.9K 0.04% 146
2021
Q4 		$888K Sell
4,096
-83
-2% -$17.8K 0.04% 146
2021
Q3 		$931K Buy
4,179
+1
+0% +$234 0.04% 137
2021
Q2 		$977K Sell
4,178
-341
-8% -$78K 0.05% 135
2021
Q1 		$957K Sell
4,519
-7,264
-62% -$1.53M 0.05% 135
2020
Q4 		$2.58M Buy
11,783
+16
+0.1% +$3.27K 0.13% 85
2020
Q3 		$2.35M Buy
11,767
+427
+4% +$85.3K 0.14% 78
2020
Q2 		$2.19M Sell
11,340
-372
-3% -$68K 0.14% 77
2020
Q1 		$1.89M Buy
11,712
+901
+8% +$170K 0.15% 67
2019
Q4 		$2.03M Buy
10,811
+996
+10% +$179K 0.15% 85
2019
Q3 		$1.69M Buy
9,815
+160
+2% +$28.5K 0.14% 94
2019
Q2 		$1.68M Sell
9,655
-1,325
-12% -$217K 0.14% 90
2019
Q1 		$1.72M Sell
10,980
-249
-2% -$35.9K 0.14% 86
2018
Q4 		$1.48M Buy
11,229
+167
+2% +$23.1K 0.15% 76
2018
Q3 		$1.66M Buy
11,062
+2,718
+33% +$386K 0.15% 80
2018
Q2 		$1.1M Buy
8,344
+207
+3% +$26.6K 0.11% 98
2018
Q1 		$973K Sell
8,137
-557
-6% -$67.5K 0.1% 103
2017
Q4 		$991K Sell
8,694
-361
-4% -$39.9K 0.1% 100
2017
Q3 		$953K Sell
9,055
-916
-9% -$92.9K 0.1% 93
2017
Q2 		$935K Buy
9,971
+2,195
+28% +$204K 0.11% 97
2017
Q1 		$691K Sell
7,776
-838
-10% -$72.1K 0.08% 103
2016
Q4 		$672K Sell
8,614
-42
-0.5% -$3.38K 0.09% 99
2016
Q3 		$716K Buy
8,656
+897
+12% +$71.8K 0.1% 93
2016
Q2 		$575K Sell
7,759
-1,435
-16% -$112K 0.09% 103
2016
Q1 		$703K Buy
9,194
+1,319
+17% +$95.8K 0.11% 90
2015
Q4 		$611K Buy
7,875
+133
+2% +$10.3K 0.09% 95
2015
Q3 		$539K Buy
7,742
+85
+1% +$6.07K 0.09% 94
2015
Q2 		$514K Buy
7,657
+1,825
+31% +$124K 0.08% 101
2015
Q1 		$381K Buy
+5,832
New +$386K 0.06% 128

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Forvis Mazars Wealth Advisors's V Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Visa (V) stake by 0.48% in Q1 2026, buying an estimated $13.8K and bringing the position to 8,947 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #127.

Forvis Mazars Wealth Advisors first reported a position in V in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.61M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 8,947 shares of Visa worth $2.7M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 43 Visa shares in Q1 2026, an estimated $13.8K.
  • Visa made up 0.05% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #127 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Visa in Q1 2015 and has held it in 45 quarters since.
  • Forvis Mazars Wealth Advisors's Visa position peaked at $3.61M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.