Grey Fox Wealth Advisors’s Visa V Stock Holding History

Grey Fox 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	$760K	Buy	2,215 +1,531	+224%	+$492K	0.12%	84
2026 Q1	$207K	Buy	684 +54	+9%	+$17.4K	0.04%	137
2025 Q4	$221K	Sell	630 -11	-2%	-$3.75K	0.05%	123
2025 Q3	$219K	Buy	641 +12	+2%	+$4.15K	0.04%	133
2025 Q2	$223K	Hold	629	–	–	0.05%	121
2025 Q1	$221K	Buy	+629	New	+$213K	0.06%	117
2023 Q2	–	Sell	-1,655	Closed	-$373K	–	486
2023 Q1	$373K	Buy	1,655 +90	+6%	+$20K	0.22%	66
2022 Q4	$325K	Buy	+1,565	New	+$316K	0.21%	67

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Grey Fox Wealth Advisors's V Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Visa (V) stake by 224% in Q2 2026, buying an estimated $492K and bringing the position to 2,215 shares worth $760K. The position accounts for 0.12% of the portfolio, ranked #84.

Grey Fox Wealth Advisors first reported a position in V in Q4 2022 and has held it in 8 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Grey Fox Wealth Advisors held 2,215 shares of Visa worth $760K as of Q2 2026.
Grey Fox Wealth Advisors bought 1,531 Visa shares in Q2 2026, an estimated $492K.
Visa made up 0.12% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Grey Fox Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 8 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.