Market Street Wealth Management Advisors’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$206K Buy
+601
New +$193K 0.03% 119
2025
Q3
Sell
-574
Closed -$204K 103
2025
Q2
$204K Buy
+574
New +$200K 0.03% 98

Other funds holding V

Market Street Wealth Management Advisors's V Position: Q2 2026 in Review

Market Street Wealth Management Advisors opened a new position in Visa (V) in Q2 2026: 601 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings. This is a return to the name: Market Street Wealth Management Advisors previously reported a position in V as recently as Q2 2025.

Market Street Wealth Management Advisors first reported a position in V in Q2 2025 and has held it in 2 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Market Street Wealth Management Advisors held 601 shares of Visa worth $206K as of Q2 2026.
  • Visa was a new Market Street Wealth Management Advisors position in Q2 2026.
  • Visa made up 0.03% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #119 holding.
  • Market Street Wealth Management Advisors first reported a position in Visa in Q2 2025 and has held it in 2 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.