Madson Wealth Advisors
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Madson Wealth Advisors’s Visa V Stock Holding History

Madson 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
Q3 		$909K Buy
2,529
+8
+0.3% +$2.92K 0.63% 31
2026
Q2 		$865K Buy
2,521
+201
+9% +$64.5K 0.59% 35
2026
Q1 		$701K Buy
+2,320
New +$746K 0.58% 35

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Madson Wealth Advisors's V Position: Q3 2026 in Review

Madson Wealth Advisors increased its Visa (V) stake by 0.32% in Q3 2026, buying an estimated $2.92K and bringing the position to 2,529 shares worth $909K. The position accounts for 0.63% of the portfolio, ranked #31.

Madson Wealth Advisors first reported a position in V in Q1 2026 and has held it in 3 quarters since. 2,849 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Madson Wealth Advisors held 2,529 shares of Visa worth $909K as of Q3 2026.
  • Madson Wealth Advisors bought 8 Visa shares in Q3 2026, an estimated $2.92K.
  • Visa made up 0.63% of Madson Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • Madson Wealth Advisors first reported a position in Visa in Q1 2026 and has held it in 3 quarters since.
  • 2,849 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Madson Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.