Invera Wealth Advisors’s Visa V Stock Holding History

Invera 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	$1.4M	Buy	4,642 +100	+2%	+$32.2K	0.9%	36
2025 Q4	$1.59M	Sell	4,542 -308	-6%	-$105K	1.01%	30
2025 Q3	$1.66M	Buy	4,850 +29	+0.6%	+$10K	1.02%	31
2025 Q2	$1.71M	Sell	4,821 -122	-2%	-$42.5K	1.12%	29
2025 Q1	$1.73M	Sell	4,943 -1,498	-23%	-$507K	1.12%	29
2024 Q4	$2.11M	Sell	6,441 -325	-5%	-$97.7K	2.09%	16
2024 Q3	$2.07M	Sell	6,766 -502	-7%	-$136K	2.06%	17
2024 Q2	$1.91M	Buy	7,268 +576	+9%	+$158K	1.96%	16
2024 Q1	$1.82M	Buy	6,692 +49	+0.7%	+$13.5K	1.54%	24
2023 Q4	$1.73M	Buy	+6,643	New	+$1.64M	1.08%	33

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

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

Invera Wealth Advisors increased its Visa (V) stake by 2.2% in Q1 2026, buying an estimated $32.2K and bringing the position to 4,642 shares worth $1.4M. The position accounts for 0.9% of the portfolio, ranked #36.

Invera Wealth Advisors first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q4 2024. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

Invera Wealth Advisors held 4,642 shares of Visa worth $1.4M as of Q1 2026.
Invera Wealth Advisors bought 100 Visa shares in Q1 2026, an estimated $32.2K.
Visa made up 0.9% of Invera Wealth Advisors's portfolio in Q1 2026, its #36 holding.
Invera Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's Visa position peaked at $2.11M in Q4 2024.
4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.