HWA
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Hilltop Wealth Advisors’s Visa V Stock Holding History

Hilltop 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 		$395K Buy
1,152
+172
+18% +$55.2K 0.2% 47
2026
Q1 		$296K Buy
980
+16
+2% +$5.14K 0.18% 42
2025
Q4 		$338K Sell
964
-17
-2% -$5.79K 0.17% 42
2025
Q3 		$335K Sell
981
-14
-1% -$4.84K 0.17% 41
2025
Q2 		$353K Buy
995
+42
+4% +$14.6K 0.2% 39
2025
Q1 		$334K Buy
+953
New +$322K 0.19% 38

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Hilltop Wealth Advisors increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $55.2K and bringing the position to 1,152 shares worth $395K. The position accounts for 0.2% of the portfolio, ranked #47.

Hilltop Wealth Advisors first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hilltop Wealth Advisors held 1,152 shares of Visa worth $395K as of Q2 2026.
  • Hilltop Wealth Advisors bought 172 Visa shares in Q2 2026, an estimated $55.2K.
  • Visa made up 0.2% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Hilltop Wealth Advisors first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.