International Private Wealth Advisors’s Visa V Stock Holding History

International Private 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	$252K	Sell	833 -2,276	-73%	-$732K	0.15%	139
2025 Q4	$1.09M	Sell	3,109 -440	-12%	-$150K	0.69%	42
2025 Q3	$1.21M	Buy	3,549 +1,702	+92%	+$589K	0.76%	37
2025 Q2	$656K	Buy	1,847 +144	+8%	+$50.2K	0.56%	41
2025 Q1	$597K	Sell	1,703 -48	-3%	-$16.2K	0.57%	42
2024 Q4	$553K	Buy	1,751 +889	+103%	+$267K	0.55%	43
2024 Q3	$237K	Buy	862 +66	+8%	+$17.8K	0.35%	110
2024 Q2	$209K	Sell	796 -48	-6%	-$13.2K	0.35%	113
2024 Q1	$236K	Sell	844 -92	-10%	-$25.4K	0.45%	98
2023 Q4	$244K	Buy	+936	New	+$231K	0.24%	76

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

International Private Wealth Advisors's V Position: Q1 2026 in Review

International Private Wealth Advisors reduced its Visa (V) stake by 73% in Q1 2026, selling an estimated $732K and leaving 833 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #139.

International Private Wealth Advisors first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q3 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

International Private Wealth Advisors held 833 shares of Visa worth $252K as of Q1 2026.
International Private Wealth Advisors sold 2,276 Visa shares in Q1 2026, an estimated $732K.
Visa made up 0.15% of International Private Wealth Advisors's portfolio in Q1 2026, its #139 holding.
International Private Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's Visa position peaked at $1.21M in Q3 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.