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Independence Wealth Advisors (Ohio)’s Visa V Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$1.36M Sell
3,968
-10
-0.3% -$3.21K 0.68% 27
2026
Q1 		$1.2M Buy
3,978
+515
+15% +$166K 0.64% 27
2025
Q4 		$1.21M Buy
+3,463
New +$1.18M 0.68% 29

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

Independence Wealth Advisors (Ohio)'s V Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its Visa (V) stake by 0.25% in Q2 2026, selling an estimated $3.21K and leaving 3,968 shares worth $1.36M. The position accounts for 0.68% of the portfolio, ranked #27.

Independence Wealth Advisors (Ohio) first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 3,968 shares of Visa worth $1.36M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) sold 10 Visa shares in Q2 2026, an estimated $3.21K.
  • Visa made up 0.68% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #27 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.