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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
Q2 		$6.16M Buy
17,961
+3,610
+25% +$1.16M 0.65% 53
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 $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

Lifeworks Advisors's V Position: Q2 2026 in Review

Lifeworks Advisors increased its Visa (V) stake by 25% in Q2 2026, buying an estimated $1.16M and bringing the position to 17,961 shares worth $6.16M. The position accounts for 0.65% of the portfolio, ranked #53.

Lifeworks Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lifeworks Advisors held 17,961 shares of Visa worth $6.16M as of Q2 2026.
  • Lifeworks Advisors bought 3,610 Visa shares in Q2 2026, an estimated $1.16M.
  • Visa made up 0.65% of Lifeworks Advisors's portfolio in Q2 2026, its #53 holding.
  • Lifeworks Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.