HWA
V icon

Heritage Wealth Advisors’s Visa V Stock Holding History

Heritage 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
Q1 		$4.53M Sell
14,982
-142
-0.9% -$45.7K 0.18% 39
2025
Q4 		$5.3M Sell
15,124
-5,036
-25% -$1.72M 0.2% 41
2025
Q3 		$6.88M Hold
20,160
– – 0.3% 38
2025
Q2 		$7.16M Sell
20,160
-26
-0.1% -$9.06K 0.34% 37
2025
Q1 		$7.07M Sell
20,186
-27
-0.1% -$9.14K 0.36% 35
2024
Q4 		$6.39M Buy
20,213
+95
+0.5% +$28.6K 0.32% 36
2024
Q3 		$5.53M Buy
20,118
+373
+2% +$101K 0.26% 41
2024
Q2 		$5.18M Sell
19,745
-255
-1% -$69.9K 0.23% 43
2024
Q1 		$5.58M Sell
20,000
-70
-0.3% -$19.3K 0.25% 42
2023
Q4 		$5.23M Sell
20,070
-1,774
-8% -$437K 0.26% 40
2023
Q3 		$5.02M Buy
21,844
+142
+0.7% +$34.1K 0.27% 37
2023
Q2 		$5.15M Sell
21,702
-53
-0.2% -$12.1K 0.27% 36
2023
Q1 		$4.9M Buy
21,755
+376
+2% +$83.7K 0.27% 36
2022
Q4 		$4.44M Buy
21,379
+252
+1% +$50.8K 0.26% 39
2022
Q3 		$3.75M Sell
21,127
-84
-0.4% -$17.1K 0.27% 39
2022
Q2 		$4.18M Sell
21,211
-46
-0.2% -$9.51K 0.29% 38
2022
Q1 		$4.71M Buy
21,257
+53
+0.2% +$11.5K 0.26% 42
2021
Q4 		$4.59M Buy
21,204
+880
+4% +$189K 0.25% 40
2021
Q3 		$4.53M Hold
20,324
– – 0.28% 41
2021
Q2 		$4.75M Sell
20,324
-9,776
-32% -$2.23M 0.29% 40
2021
Q1 		$6.37M Sell
30,100
-19,910
-40% -$4.19M 0.38% 37
2020
Q4 		$10.9M Buy
50,010
+36,888
+281% +$7.55M 0.68% 25
2020
Q3 		$2.62M Hold
13,122
– – 0.34% 38
2020
Q2 		$2.53M Buy
13,122
+935
+8% +$171K 0.35% 37
2020
Q1 		$1.96M Hold
12,187
– – 0.35% 40
2019
Q4 		$2.29M Buy
12,187
+40
+0.3% +$7.21K 0.3% 36
2019
Q3 		$2.09M Sell
12,147
-1,156
-9% -$206K 0.31% 36
2019
Q2 		$2.31M Buy
13,303
+3,360
+34% +$550K 0.35% 35
2019
Q1 		$1.55M Hold
9,943
– – 0.26% 39
2018
Q4 		$1.31M Sell
9,943
-80
-0.8% -$11K 0.26% 47
2018
Q3 		$1.5M Sell
10,023
-250
-2% -$35.5K 0.29% 42
2018
Q2 		$1.36M Hold
10,273
– – 0.51% 42
2018
Q1 		$1.23M Sell
10,273
-300
-3% -$36.4K 0.51% 40
2017
Q4 		$1.2M Buy
10,573
+776
+8% +$85.7K 0.52% 41
2017
Q3 		$1.03M Buy
9,797
+945
+11% +$95.8K 0.52% 43
2017
Q2 		$829K Buy
8,852
+2,752
+45% +$255K 0.43% 48
2017
Q1 		$541K Buy
6,100
+286
+5% +$24.6K 0.29% 57
2016
Q4 		$454K Buy
5,814
+366
+7% +$29.4K 0.3% 49
2016
Q3 		$449K Buy
5,448
+1,488
+38% +$119K 0.31% 47
2016
Q2 		$295K Buy
+3,960
New +$310K 0.2% 69

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

Heritage Wealth Advisors's V Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Visa (V) stake by 0.94% in Q1 2026, selling an estimated $45.7K and leaving 14,982 shares worth $4.53M. The position accounts for 0.18% of the portfolio, ranked #39.

Heritage Wealth Advisors first reported a position in V in Q2 2016 and has held it in 40 quarters since. The position peaked at $10.9M in Q4 2020. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Heritage Wealth Advisors held 14,982 shares of Visa worth $4.53M as of Q1 2026.
  • Heritage Wealth Advisors sold 142 Visa shares in Q1 2026, an estimated $45.7K.
  • Visa made up 0.18% of Heritage Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • Heritage Wealth Advisors first reported a position in Visa in Q2 2016 and has held it in 40 quarters since.
  • Heritage Wealth Advisors's Visa position peaked at $10.9M in Q4 2020.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.