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High Net Worth Advisory Group’s Visa V Stock Holding History

High Net Worth Advisory Group’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 		$734K Sell
2,138
-60
-3% -$19.3K 0.16% 127
2026
Q1 		$664K Sell
2,198
-425
-16% -$137K 0.15% 125
2025
Q4 		$920K Buy
2,623
+1,240
+90% +$422K 0.21% 102
2025
Q3 		$472K Sell
1,383
-13
-0.9% -$4.5K 0.11% 141
2025
Q2 		$496K Sell
1,396
-20
-1% -$6.97K 0.13% 131
2025
Q1 		$496K Sell
1,416
-20
-1% -$6.77K 0.14% 126
2024
Q4 		$454K Hold
1,436
– – 0.13% 133
2024
Q3 		$395K Hold
1,436
– – 0.11% 147
2024
Q2 		$377K Hold
1,436
– – 0.11% 138
2024
Q1 		$401K Sell
1,436
-20
-1% -$5.52K 0.13% 134
2023
Q4 		$379K Hold
1,456
– – 0.14% 129
2023
Q3 		$335K Buy
1,456
+200
+16% +$48.1K 0.13% 129
2023
Q2 		$298K Sell
1,256
-100
-7% -$22.9K 0.12% 141
2023
Q1 		$306K Hold
1,356
– – 0.12% 142
2022
Q4 		$282K Sell
1,356
-50
-4% -$10.1K 0.11% 149
2022
Q3 		$250K Sell
1,406
-475
-25% -$96.7K 0.11% 159
2022
Q2 		$370K Sell
1,881
-111
-6% -$22.9K 0.15% 125
2022
Q1 		$442K Sell
1,992
-141
-7% -$30.5K 0.16% 117
2021
Q4 		$462K Buy
+2,133
New +$458K 0.16% 118

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

High Net Worth Advisory Group's V Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Visa (V) stake by 2.7% in Q2 2026, selling an estimated $19.3K and leaving 2,138 shares worth $734K. The position accounts for 0.16% of the portfolio, ranked #127.

High Net Worth Advisory Group first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $920K in Q4 2025. 2,316 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • High Net Worth Advisory Group held 2,138 shares of Visa worth $734K as of Q2 2026.
  • High Net Worth Advisory Group sold 60 Visa shares in Q2 2026, an estimated $19.3K.
  • Visa made up 0.16% of High Net Worth Advisory Group's portfolio in Q2 2026, its #127 holding.
  • High Net Worth Advisory Group first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Visa position peaked at $920K in Q4 2025.
  • 2,316 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.