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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
Q2 		$163K Sell
474
-207
-30% -$66.5K 0.05% 268
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Visa (V) stake by 30% in Q2 2026, selling an estimated $66.5K and leaving 474 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #268.

Medallion Wealth Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $234K in Q2 2025. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Medallion Wealth Advisors held 474 shares of Visa worth $163K as of Q2 2026.
  • Medallion Wealth Advisors sold 207 Visa shares in Q2 2026, an estimated $66.5K.
  • Visa made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • Medallion Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Visa position peaked at $234K in Q2 2025.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.