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Guardian Wealth Advisors (North Carolina)’s Visa V Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$6.47M Sell
21,394
-293
-1% -$94.2K 0.41% 45
2025
Q4 		$7.61M Buy
21,687
+456
+2% +$155K 0.47% 37
2025
Q3 		$7.25M Buy
21,231
+380
+2% +$132K 0.47% 38
2025
Q2 		$7.4M Buy
20,851
+7,066
+51% +$2.46M 0.52% 38
2025
Q1 		$4.83M Buy
13,785
+128
+0.9% +$43.3K 0.39% 45
2024
Q4 		$4.32M Buy
13,657
+2,864
+27% +$861K 0.34% 48
2024
Q3 		$2.97M Buy
10,793
+358
+3% +$96.8K 0.31% 44
2024
Q2 		$2.74M Buy
10,435
+143
+1% +$39.2K 0.32% 41
2024
Q1 		$2.87M Buy
10,292
+281
+3% +$77.6K 0.35% 40
2023
Q4 		$2.61M Sell
10,011
-58
-0.6% -$14.3K 0.4% 39
2023
Q3 		$2.32M Buy
10,069
+1,080
+12% +$260K 0.39% 39
2023
Q2 		$2.13M Buy
8,989
+637
+8% +$146K 0.37% 35
2023
Q1 		$1.88M Buy
8,352
+449
+6% +$99.9K 0.33% 35
2022
Q4 		$1.64M Sell
7,903
-193
-2% -$38.9K 0.32% 39
2022
Q3 		$1.44M Buy
8,096
+320
+4% +$65.1K 0.27% 45
2022
Q2 		$1.53M Buy
7,776
+3,826
+97% +$791K 0.28% 44
2022
Q1 		$876K Sell
3,950
-102
-3% -$22.1K 0.38% 47
2021
Q4 		$878K Buy
+4,052
New +$870K 0.38% 52

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s V Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Visa (V) stake by 1.4% in Q1 2026, selling an estimated $94.2K and leaving 21,394 shares worth $6.47M. The position accounts for 0.41% of the portfolio, ranked #45.

Guardian Wealth Advisors (North Carolina) first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.61M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 21,394 shares of Visa worth $6.47M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 293 Visa shares in Q1 2026, an estimated $94.2K.
  • Visa made up 0.41% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #45 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Visa position peaked at $7.61M in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.