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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
Q2 		$2.33M Buy
6,793
+2,151
+46% +$691K 1.25% 26
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
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

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

Invera Wealth Advisors increased its Visa (V) stake by 46% in Q2 2026, buying an estimated $691K and bringing the position to 6,793 shares worth $2.33M. The position accounts for 1.25% of the portfolio, ranked #26.

Invera Wealth Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,579 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Invera Wealth Advisors held 6,793 shares of Visa worth $2.33M as of Q2 2026.
  • Invera Wealth Advisors bought 2,151 Visa shares in Q2 2026, an estimated $691K.
  • Visa made up 1.25% of Invera Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Invera Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,579 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.