Long Run Wealth Advisors’s Visa V Stock Holding History

Long Run 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
2025 Q4	$582K	Sell	1,660 -29	-2%	-$9.88K	0.11%	74
2025 Q3	$577K	Sell	1,689 -7	-0.4%	-$2.42K	0.11%	72
2025 Q2	$602K	Buy	1,696 +197	+13%	+$68.7K	0.13%	72
2025 Q1	$525K	Buy	1,499 +127	+9%	+$43K	0.12%	77
2024 Q4	$434K	Sell	1,372 -132	-9%	-$39.7K	0.1%	76
2024 Q3	$414K	Sell	1,504 -7	-0.5%	-$1.89K	0.1%	78
2024 Q2	$397K	Sell	1,511 -8	-0.5%	-$2.19K	0.1%	77
2024 Q1	$424K	Buy	1,519 +37	+2%	+$10.2K	0.11%	75
2023 Q4	$386K	Buy	+1,482	New	+$365K	0.11%	75

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Long Run Wealth Advisors's V Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Visa (V) stake by 1.7% in Q4 2025, selling an estimated $9.88K and leaving 1,660 shares worth $582K. The position accounts for 0.11% of the portfolio, ranked #74.

Long Run Wealth Advisors first reported a position in V in Q4 2023 and has held it in 9 quarters since. The position peaked at $602K in Q2 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

Long Run Wealth Advisors held 1,660 shares of Visa worth $582K as of Q4 2025.
Long Run Wealth Advisors sold 29 Visa shares in Q4 2025, an estimated $9.88K.
Visa made up 0.11% of Long Run Wealth Advisors's portfolio in Q4 2025, its #74 holding.
Long Run Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
Long Run Wealth Advisors's Visa position peaked at $602K in Q2 2025.
4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.