FWA
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FSM Wealth Advisors’s Visa V Stock Holding History

FSM 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 		$2.18M Buy
6,357
+316
+5% +$101K 0.23% 59
2026
Q1 		$1.83M Sell
6,041
-826
-12% -$266K 0.23% 54
2025
Q4 		$2.41M Sell
6,867
-3,944
-36% -$1.34M 0.33% 46
2025
Q3 		$3.69M Buy
10,811
+432
+4% +$150K 0.52% 37
2025
Q2 		$3.7M Sell
10,379
-447
-4% -$156K 0.6% 34
2025
Q1 		$3.79M Buy
10,826
+364
+3% +$123K 0.85% 25
2024
Q4 		$3.32M Buy
10,462
+86
+0.8% +$25.9K 0.81% 26
2024
Q3 		$2.85M Buy
10,376
+197
+2% +$53.3K 0.76% 28
2024
Q2 		$2.67M Sell
10,179
-171
-2% -$46.9K 0.9% 26
2024
Q1 		$2.89M Buy
10,350
+181
+2% +$50K 1.03% 24
2023
Q4 		$2.65M Buy
10,169
+25
+0.2% +$6.16K 1.13% 24
2023
Q3 		$2.33M Sell
10,144
-161
-2% -$38.7K 1.17% 25
2023
Q2 		$2.48M Sell
10,305
-21
-0.2% -$4.81K 1.24% 22
2023
Q1 		$2.33M Sell
10,326
-254
-2% -$56.5K 1.35% 20
2022
Q4 		$2.2M Buy
10,580
+103
+1% +$20.8K 1.56% 17
2022
Q3 		$1.86M Buy
10,477
+407
+4% +$82.8K 1.55% 17
2022
Q2 		$2.15M Buy
+10,070
New +$2.08M 2.13% 10

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

FSM Wealth Advisors increased its Visa (V) stake by 5.2% in Q2 2026, buying an estimated $101K and bringing the position to 6,357 shares worth $2.18M. The position accounts for 0.23% of the portfolio, ranked #59.

FSM Wealth Advisors first reported a position in V in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.79M in Q1 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • FSM Wealth Advisors held 6,357 shares of Visa worth $2.18M as of Q2 2026.
  • FSM Wealth Advisors bought 316 Visa shares in Q2 2026, an estimated $101K.
  • Visa made up 0.23% of FSM Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • FSM Wealth Advisors first reported a position in Visa in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Visa position peaked at $3.79M in Q1 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.