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Global Wealth Strategies & Associates’s Visa V Stock Holding History

Global Wealth Strategies & Associates’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 		$4.01M Buy
11,682
+11,369
+3,632% +$3.65M 0.76% 21
2026
Q1 		$94.6K Hold
313
– – 0.02% 120
2025
Q4 		$110K Buy
313
+175
+127% +$59.6K 0.03% 93
2025
Q3 		$47.1K Hold
138
– – 0.01% 151
2025
Q2 		$49K Buy
138
+9
+7% +$3.14K 0.01% 115
2025
Q1 		$45.2K Sell
129
-100
-44% -$33.8K 0.01% 128
2024
Q4 		$72.4K Buy
229
+50
+28% +$15K 0.02% 89
2024
Q3 		$49.2K Buy
179
+79
+79% +$21.4K 0.02% 100
2024
Q2 		$26.2K Hold
100
– – 0.01% 115
2024
Q1 		$27.9K Hold
100
– – 0.01% 117
2023
Q4 		$26K Hold
100
– – 0.01% 109
2023
Q3 		$23K Hold
100
– – 0.01% 110
2023
Q2 		$23.7K Hold
100
– – 0.01% 106
2023
Q1 		$22.5K Sell
100
-25
-20% -$5.57K 0.01% 103
2022
Q4 		$26K Buy
+125
New +$25.2K 0.02% 99

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

Global Wealth Strategies & Associates's V Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Visa (V) stake by 3,632% in Q2 2026, buying an estimated $3.65M and bringing the position to 11,682 shares worth $4.01M. The position accounts for 0.76% of the portfolio, ranked #21.

Global Wealth Strategies & Associates first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Global Wealth Strategies & Associates held 11,682 shares of Visa worth $4.01M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 11,369 Visa shares in Q2 2026, an estimated $3.65M.
  • Visa made up 0.76% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #21 holding.
  • Global Wealth Strategies & Associates first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.