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LiftPoint Family Wealth Advisors’s Visa V Stock Holding History

LiftPoint Family 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 		$253K Buy
+738
New +$237K 0.17% 60

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

LiftPoint Family Wealth Advisors's V Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors opened a new position in Visa (V) in Q2 2026: 738 shares worth $253K. The stake represents 0.17% of the portfolio and ranks #60 among its holdings.

4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 738 shares of Visa worth $253K as of Q2 2026.
  • Visa was a new LiftPoint Family Wealth Advisors position in Q2 2026.
  • Visa made up 0.17% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.