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Laurel Wealth Advisors (North Carolina)’s Visa V Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$699K Sell
2,036
-103
-5% -$33.1K 0.07% 130
2026
Q1 		$682K Buy
2,139
+41
+2% +$13.2K 0.07% 129
2025
Q4 		$736K Hold
2,098
– – 0.1% 124
2025
Q3 		$716K Hold
2,098
– – 0.1% 127
2025
Q2 		$745K Sell
2,098
-173
-8% -$60.3K 0.11% 122
2025
Q1 		$796K Buy
2,271
+7
+0.3% +$2.37K 0.12% 115
2024
Q4 		$716K Hold
2,264
– – 0.11% 118
2024
Q3 		$622K Buy
2,264
+301
+15% +$81.4K 0.1% 124
2024
Q2 		$515K Hold
1,963
– – 0.09% 127
2024
Q1 		$548K Sell
1,963
-38
-2% -$10.5K 0.09% 125
2023
Q4 		$521K Sell
2,001
-195
-9% -$48.1K 0.1% 122
2023
Q3 		$505K Buy
2,196
+1
+0% +$240 0.11% 120
2023
Q2 		$521K Buy
2,195
+29
+1% +$6.64K 0.1% 121
2023
Q1 		$488K Buy
2,166
+930
+75% +$207K 0.1% 123
2022
Q4 		$257K Hold
1,236
– – 0.06% 144
2022
Q3 		$220K Buy
1,236
+144
+13% +$29.3K 0.05% 152
2022
Q2 		$215K Sell
1,092
-143
-12% -$29.6K 0.05% 151
2022
Q1 		$274K Hold
1,235
– – 0.06% 149
2021
Q4 		$268K Hold
1,235
– – 0.05% 147
2021
Q3 		$275K Sell
1,235
-210
-15% -$49.2K 0.06% 143
2021
Q2 		$338K Hold
1,445
– – 0.07% 142
2021
Q1 		$306K Hold
1,445
– – 0.07% 139
2020
Q4 		$316K Sell
1,445
-16
-1% -$3.27K 0.08% 134
2020
Q3 		$292K Hold
1,461
– – 0.09% 128
2020
Q2 		$282K Sell
1,461
-127
-8% -$23.2K 0.09% 123
2020
Q1 		$256K Buy
1,588
+57
+4% +$10.7K 0.1% 120
2019
Q4 		$288K Buy
1,531
+256
+20% +$46.1K 0.09% 127
2019
Q3 		$219K Buy
1,275
+21
+2% +$3.74K 0.07% 136
2019
Q2 		$218K Sell
1,254
-6
-0.5% -$982 0.08% 135
2019
Q1 		$197K Hold
1,260
– – 0.07% 137
2018
Q4 		$166K Buy
+1,260
New +$174K 0.07% 138

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s V Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Visa (V) stake by 4.8% in Q2 2026, selling an estimated $33.1K and leaving 2,036 shares worth $699K. The position accounts for 0.07% of the portfolio, ranked #130.

Laurel Wealth Advisors (North Carolina) first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $796K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 2,036 shares of Visa worth $699K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 103 Visa shares in Q2 2026, an estimated $33.1K.
  • Visa made up 0.07% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #130 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Visa position peaked at $796K in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.