FVWA
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Foster Victor Wealth Advisors’s Visa V Stock Holding History

Foster Victor 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 		$805K Sell
2,260
-238
-10% -$76.4K 0.04% 150
2026
Q1 		$778K Sell
2,498
-30,132
-92% -$9.69M 0.04% 141
2025
Q4 		$10.7M Buy
32,630
+593
+2% +$202K 0.62% 63
2025
Q3 		$11.2M Buy
32,037
+1,654
+5% +$572K 0.7% 66
2025
Q2 		$10.9M Buy
30,383
+893
+3% +$311K 0.74% 61
2025
Q1 		$9.83M Sell
29,490
-1,913
-6% -$647K 0.79% 58
2024
Q4 		$10M Buy
31,403
+1,380
+5% +$415K 0.77% 62
2024
Q3 		$8.31M Buy
30,023
+6,095
+25% +$1.65M 0.67% 66
2024
Q2 		$6.44M Buy
+23,928
New +$6.56M 0.54% 74
2023
Q2 		– Sell
-901
Closed -$205K – 170
2023
Q1 		$205K Buy
+901
New +$201K 0.02% 155
2021
Q3 		– Sell
-905
Closed -$212K – 154
2021
Q2 		$212K Sell
905
-168
-16% -$38.4K 0.04% 133
2021
Q1 		$237K Sell
1,073
-53
-5% -$11.2K 0.04% 127
2020
Q4 		$246K Sell
1,126
-194
-15% -$39.7K 0.06% 124
2020
Q3 		$264K Buy
1,320
+115
+10% +$23K 0.07% 112
2020
Q2 		$233K Sell
1,205
-394
-25% -$72K 0.08% 106
2020
Q1 		$257K Hold
1,599
– – 0.11% 84
2019
Q4 		$307K Buy
1,599
+1
+0.1% +$180 0.13% 86
2019
Q3 		$279K Hold
1,598
– – 0.16% 76
2019
Q2 		$281K Buy
1,598
+1
+0.1% +$164 0.21% 75
2019
Q1 		$249K Buy
1,597
+201
+14% +$29K 0.19% 78
2018
Q4 		$184K Buy
+1,396
New +$193K 0.17% 77

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Foster Victor Wealth Advisors's V Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Visa (V) stake by 9.5% in Q2 2026, selling an estimated $76.4K and leaving 2,260 shares worth $805K. The position accounts for 0.04% of the portfolio, ranked #150.

Foster Victor Wealth Advisors first reported a position in V in Q4 2018 and has held it in 21 quarters since. The position peaked at $11.2M in Q3 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Foster Victor Wealth Advisors held 2,260 shares of Visa worth $805K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 238 Visa shares in Q2 2026, an estimated $76.4K.
  • Visa made up 0.04% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Foster Victor Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 21 quarters since.
  • Foster Victor Wealth Advisors's Visa position peaked at $11.2M in Q3 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.