LWA
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Lineweaver Wealth Advisors’s Visa V Stock Holding History

Lineweaver 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 		$3.24M Buy
9,451
+741
+9% +$238K 0.38% 57
2026
Q1 		$2.63M Sell
8,710
-99
-1% -$31.8K 0.36% 62
2025
Q4 		$3.09M Buy
8,809
+495
+6% +$169K 0.42% 49
2025
Q3 		$2.84M Buy
8,314
+241
+3% +$83.4K 0.42% 47
2025
Q2 		$2.87M Buy
8,073
+205
+3% +$71.5K 0.45% 46
2025
Q1 		$2.76M Sell
7,868
-82
-1% -$27.7K 0.47% 44
2024
Q4 		$2.52M Buy
7,950
+613
+8% +$184K 0.47% 47
2024
Q3 		$2.02M Sell
7,337
-356
-5% -$96.2K 0.38% 49
2024
Q2 		$2.02M Buy
7,693
+532
+7% +$146K 0.42% 44
2024
Q1 		$2M Buy
7,161
+105
+1% +$29K 0.47% 43
2023
Q4 		$1.84M Buy
7,056
+374
+6% +$92.2K 0.48% 44
2023
Q3 		$1.54M Buy
6,682
+13
+0.2% +$3.13K 0.45% 45
2023
Q2 		$1.58M Buy
6,669
+6
+0.1% +$1.37K 0.45% 48
2023
Q1 		$1.5M Buy
6,663
+49
+0.7% +$10.9K 0.46% 48
2022
Q4 		$1.37M Sell
6,614
-681
-9% -$137K 0.42% 52
2022
Q3 		$1.29M Sell
7,295
-3,663
-33% -$745K 0.42% 50
2022
Q2 		$2.16M Buy
10,958
+41
+0.4% +$8.47K 0.71% 26
2022
Q1 		$2.42M Buy
10,917
+2,387
+28% +$516K 0.69% 29
2021
Q4 		$1.85M Buy
8,530
+4,401
+107% +$945K 0.53% 35
2021
Q3 		$919K Buy
4,129
+116
+3% +$27.2K 0.28% 56
2021
Q2 		$938K Buy
4,013
+107
+3% +$24.5K 0.31% 51
2021
Q1 		$827K Buy
3,906
+343
+10% +$72.2K 0.29% 48
2020
Q4 		$779K Buy
3,563
+612
+21% +$125K 0.31% 41
2020
Q3 		$590K Buy
2,951
+235
+9% +$46.9K 0.26% 44
2020
Q2 		$524K Buy
2,716
+254
+10% +$46.4K 0.27% 41
2020
Q1 		$398K Buy
2,462
+675
+38% +$127K 0.25% 46
2019
Q4 		$335K Buy
+1,787
New +$322K 0.19% 47

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

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

Lineweaver Wealth Advisors increased its Visa (V) stake by 8.5% in Q2 2026, buying an estimated $238K and bringing the position to 9,451 shares worth $3.24M. The position accounts for 0.38% of the portfolio, ranked #57.

Lineweaver Wealth Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lineweaver Wealth Advisors held 9,451 shares of Visa worth $3.24M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 741 Visa shares in Q2 2026, an estimated $238K.
  • Visa made up 0.38% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Lineweaver Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.