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Lifeworks Advisors’s Visa V Stock Holding History

Lifeworks 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 		$4.34M Buy
14,351
+10,709
+294% +$3.44M 0.56% 62
2025
Q4 		$1.28M Buy
3,642
+32
+0.9% +$10.9K 0.17% 124
2025
Q3 		$1.23M Sell
3,610
-2
-0.1% -$692 0.16% 121
2025
Q2 		$1.28M Sell
3,612
-263
-7% -$91.7K 0.19% 110
2025
Q1 		$1.36M Buy
3,875
+1,569
+68% +$531K 0.23% 104
2024
Q4 		$729K Buy
2,306
+168
+8% +$50.5K 0.13% 140
2024
Q3 		$588K Buy
2,138
+961
+82% +$260K 0.12% 145
2024
Q2 		$309K Sell
1,177
-75
-6% -$20.6K 0.09% 174
2024
Q1 		$349K Buy
1,252
+322
+35% +$88.9K 0.1% 156
2023
Q4 		$242K Buy
930
+60
+7% +$14.8K 0.08% 182
2023
Q3 		$200K Sell
870
-102
-10% -$24.5K 0.08% 180
2023
Q2 		$231K Sell
972
-11
-1% -$2.52K 0.1% 144
2023
Q1 		$222K Buy
+983
New +$219K 0.1% 137
2022
Q4 		– Sell
-1,327
Closed -$275K – 125
2022
Q3 		$275K Sell
1,327
-56
-4% -$11.4K 0.16% 108
2022
Q2 		$272K Buy
1,383
+42
+3% +$8.68K 0.17% 108
2022
Q1 		$297K Sell
1,341
-447
-25% -$96.7K 0.2% 102
2021
Q4 		$387K Buy
+1,788
New +$384K 0.31% 89

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lifeworks Advisors's V Position: Q1 2026 in Review

Lifeworks Advisors increased its Visa (V) stake by 294% in Q1 2026, buying an estimated $3.44M and bringing the position to 14,351 shares worth $4.34M. The position accounts for 0.56% of the portfolio, ranked #62.

Lifeworks Advisors first reported a position in V in Q4 2021 and has held it in 17 quarters since. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Lifeworks Advisors held 14,351 shares of Visa worth $4.34M as of Q1 2026.
  • Lifeworks Advisors bought 10,709 Visa shares in Q1 2026, an estimated $3.44M.
  • Visa made up 0.56% of Lifeworks Advisors's portfolio in Q1 2026, its #62 holding.
  • Lifeworks Advisors first reported a position in Visa in Q4 2021 and has held it in 17 quarters since.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.