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Medallion Wealth Advisors’s Visa V Stock Holding History

Medallion 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
Q1 		$206K Buy
681
+21
+3% +$6.75K 0.07% 246
2025
Q4 		$231K Hold
660
– – 0.08% 224
2025
Q3 		$225K Hold
660
– – 0.08% 216
2025
Q2 		$234K Hold
660
– – 0.09% 210
2025
Q1 		$230K Hold
660
– – 0.1% 184
2024
Q4 		$218K Buy
+660
New +$198K 0.11% 178

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Medallion Wealth Advisors's V Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Visa (V) stake by 3.2% in Q1 2026, buying an estimated $6.75K and bringing the position to 681 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #246.

Medallion Wealth Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $234K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Medallion Wealth Advisors held 681 shares of Visa worth $206K as of Q1 2026.
  • Medallion Wealth Advisors bought 21 Visa shares in Q1 2026, an estimated $6.75K.
  • Visa made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #246 holding.
  • Medallion Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Visa position peaked at $234K in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.