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Fulcrum Wealth Advisors’s Visa V Stock Holding History

Fulcrum 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 		$576K Buy
1,680
+493
+42% +$158K 0.44% 41
2026
Q1 		$359K Sell
1,187
-19
-2% -$6.11K 0.3% 47
2025
Q4 		$423K Buy
+1,206
New +$411K 0.35% 42

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

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

Fulcrum Wealth Advisors increased its Visa (V) stake by 42% in Q2 2026, buying an estimated $158K and bringing the position to 1,680 shares worth $576K. The position accounts for 0.44% of the portfolio, ranked #41.

Fulcrum Wealth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fulcrum Wealth Advisors held 1,680 shares of Visa worth $576K as of Q2 2026.
  • Fulcrum Wealth Advisors bought 493 Visa shares in Q2 2026, an estimated $158K.
  • Visa made up 0.44% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Fulcrum Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.