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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Madson Wealth Advisors increased its Visa (V) stake by 8.7% in Q2 2026, buying an estimated $64.5K and bringing the position to 2,521 shares worth $865K. The position accounts for 0.59% of the portfolio, ranked #35.

Madson Wealth Advisors first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Madson Wealth Advisors held 2,521 shares of Visa worth $865K as of Q2 2026.
Madson Wealth Advisors bought 201 Visa shares in Q2 2026, an estimated $64.5K.
Visa made up 0.59% of Madson Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Madson Wealth Advisors first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.