HWA
V icon

HCR Wealth Advisors’s Visa V Stock Holding History

HCR 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 		$11.5M Buy
33,412
+433
+1% +$139K 1.03% 15
2026
Q1 		$9.97M Sell
32,979
-692
-2% -$223K 1.03% 17
2025
Q4 		$11.8M Buy
33,671
+105
+0.3% +$35.8K 1.17% 16
2025
Q3 		$11.6M Buy
33,566
+1,643
+5% +$569K 1.2% 15
2025
Q2 		$11.3M Sell
31,923
-200
-0.6% -$69.7K 1.33% 15
2025
Q1 		$11.3M Sell
32,123
-312
-1% -$106K 1.47% 13
2024
Q4 		$10.3M Buy
32,435
+130
+0.4% +$39.1K 1.28% 15
2024
Q3 		$8.88M Buy
32,305
+617
+2% +$167K 1.16% 15
2024
Q2 		$8.32M Sell
31,688
-71
-0.2% -$19.5K 1.19% 14
2024
Q1 		$8.86M Sell
31,759
-159
-0.5% -$43.9K 1.34% 12
2023
Q4 		$8.31M Buy
31,918
+6,030
+23% +$1.49M 1.31% 12
2023
Q3 		$5.95M Sell
25,888
-3,642
-12% -$875K 1.31% 11
2023
Q2 		$7.01M Sell
29,530
-939
-3% -$215K 1.3% 12
2023
Q1 		$6.87M Sell
30,469
-680
-2% -$151K 1.36% 12
2022
Q4 		$6.47M Sell
31,149
-1,381
-4% -$278K 1.36% 12
2022
Q3 		$5.78M Sell
32,530
-636
-2% -$129K 1.23% 14
2022
Q2 		$6.53M Sell
33,166
-2,217
-6% -$458K 1.31% 11
2022
Q1 		$7.85M Sell
35,383
-860
-2% -$186K 1.28% 11
2021
Q4 		$7.85M Sell
36,243
-541
-1% -$116K 1.22% 9
2021
Q3 		$8.19M Buy
36,784
+626
+2% +$147K 1.37% 10
2021
Q2 		$8.46M Buy
36,158
+525
+1% +$120K 1.47% 10
2021
Q1 		$7.54M Sell
35,633
-3,201
-8% -$674K 1.49% 9
2020
Q4 		$8.49M Buy
38,834
+380
+1% +$77.8K 1.78% 7
2020
Q3 		$7.66M Buy
38,454
+84
+0.2% +$16.8K 1.75% 9
2020
Q2 		$7.43M Sell
38,370
-646
-2% -$118K 1.74% 10
2020
Q1 		$6.29M Sell
39,016
-1,245
-3% -$235K 1.8% 10
2019
Q4 		$7.57M Buy
40,261
+532
+1% +$95.8K 1.84% 9
2019
Q3 		$6.85M Buy
39,729
+358
+0.9% +$63.8K 2.27% 6
2019
Q2 		$6.83M Buy
39,371
+2,273
+6% +$372K 1.94% 8
2019
Q1 		$5.87M Sell
37,098
-3,829
-9% -$552K 1.69% 12
2018
Q4 		$5.4M Buy
40,927
+26
+0.1% +$3.59K 1.74% 7
2018
Q3 		$5.72M Buy
40,901
+1,015
+3% +$144K 1.86% 7
2018
Q2 		$5.31M Buy
39,886
+115
+0.3% +$14.8K 1.74% 7
2018
Q1 		$4.76M Sell
39,771
-440
-1% -$53.3K 1.65% 8
2017
Q4 		$4.58M Buy
40,211
+307
+0.8% +$33.9K 1.6% 10
2017
Q3 		$4.2M Buy
39,904
+434
+1% +$44K 1.77% 9
2017
Q2 		$3.7M Buy
39,470
+514
+1% +$47.7K 1.83% 8
2017
Q1 		$3.46M Buy
38,956
+615
+2% +$52.9K 1.77% 10
2016
Q4 		$2.99M Buy
+38,341
New +$3.08M 1.58% 13

Other funds holding V

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

HCR Wealth Advisors increased its Visa (V) stake by 1.3% in Q2 2026, buying an estimated $139K and bringing the position to 33,412 shares worth $11.5M. The position accounts for 1.03% of the portfolio, ranked #15.

HCR Wealth Advisors first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.8M in Q4 2025. 976 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HCR Wealth Advisors held 33,412 shares of Visa worth $11.5M as of Q2 2026.
  • HCR Wealth Advisors bought 433 Visa shares in Q2 2026, an estimated $139K.
  • Visa made up 1.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • HCR Wealth Advisors first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's Visa position peaked at $11.8M in Q4 2025.
  • 976 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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