Meridian Wealth 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 | $7.33M | Buy |
21,355
+502
| +2% | +$161K | 0.83% | 30 |
|
|
2026
Q1 | $6.3M | Sell |
20,853
-5,193
| -20% | -$1.67M | 0.83% | 29 |
|
|
2025
Q4 | $9.13M | Sell |
26,046
-1,468
| -5% | -$500K | 1.26% | 21 |
|
|
2025
Q3 | $9.39M | Buy |
27,514
+494
| +2% | +$171K | 1.33% | 20 |
|
|
2025
Q2 | $9.59M | Buy |
27,020
+473
| +2% | +$165K | 1.52% | 19 |
|
|
2025
Q1 | $9.3M | Buy |
26,547
+352
| +1% | +$119K | 1.58% | 16 |
|
|
2024
Q4 | $8.28M | Buy |
26,195
+566
| +2% | +$170K | 1.37% | 17 |
|
|
2024
Q3 | $7.05M | Buy |
25,629
+489
| +2% | +$132K | 1.18% | 22 |
|
|
2024
Q2 | $6.6M | Buy |
25,140
+228
| +0.9% | +$62.5K | 1.18% | 22 |
|
|
2024
Q1 | $6.95M | Buy |
24,912
+962
| +4% | +$266K | 1.31% | 17 |
|
|
2023
Q4 | $6.24M | Buy |
23,950
+664
| +3% | +$164K | 1.37% | 18 |
|
|
2023
Q3 | $5.36M | Buy |
23,286
+358
| +2% | +$86.1K | 1.34% | 17 |
|
|
2023
Q2 | $5.45M | Sell |
22,928
-864
| -4% | -$198K | 1.32% | 15 |
|
|
2023
Q1 | $5.36M | Buy |
23,792
+835
| +4% | +$186K | 1.34% | 15 |
|
|
2022
Q4 | $4.77M | Buy |
22,957
+1,772
| +8% | +$357K | 1.23% | 18 |
|
|
2022
Q3 | $3.76M | Sell |
21,185
-1,475
| -7% | -$300K | 1.06% | 21 |
|
|
2022
Q2 | $4.46M | Buy |
22,660
+1,730
| +8% | +$358K | 1.19% | 19 |
|
|
2022
Q1 | $4.64M | Buy |
20,930
+2,736
| +15% | +$592K | 1.08% | 22 |
|
|
2021
Q4 | $3.94M | Buy |
18,194
+1,434
| +9% | +$308K | 0.96% | 22 |
|
|
2021
Q3 | $3.73M | Buy |
16,760
+434
| +3% | +$102K | 1.04% | 19 |
|
|
2021
Q2 | $3.82M | Buy |
16,326
+965
| +6% | +$221K | 1.08% | 18 |
|
|
2021
Q1 | $3.25M | Buy |
15,361
+1,807
| +13% | +$380K | 1.08% | 18 |
|
|
2020
Q4 | $2.96M | Buy |
13,554
+1,269
| +10% | +$260K | 1.08% | 18 |
|
|
2020
Q3 | $2.46M | Buy |
12,285
+662
| +6% | +$132K | 1.06% | 19 |
|
|
2020
Q2 | $2.25M | Sell |
11,623
-57
| -0.5% | -$10.4K | 1.04% | 20 |
|
|
2020
Q1 | $1.88M | Sell |
11,680
-533
| -4% | -$100K | 1.04% | 20 |
|
|
2019
Q4 | $2.29M | Sell |
12,213
-160
| -1% | -$28.8K | 0.9% | 26 |
|
|
2019
Q3 | $2.13M | Buy |
12,373
+4,766
| +63% | +$849K | 0.91% | 24 |
|
|
2019
Q2 | $1.35M | Sell |
7,607
-719
| -9% | -$118K | 0.94% | 21 |
|
|
2019
Q1 | $1.3M | Buy |
8,326
+467
| +6% | +$67.3K | 0.95% | 21 |
|
|
2018
Q4 | $1.04M | Buy |
+7,859
| New | +$1.09M | 0.8% | 24 |
|
Other funds holding V
Meridian Wealth Advisors's V Position: Q2 2026 in Review
Meridian Wealth Advisors increased its Visa (V) stake by 2.4% in Q2 2026, buying an estimated $161K and bringing the position to 21,355 shares worth $7.33M. The position accounts for 0.83% of the portfolio, ranked #30.
Meridian Wealth Advisors first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.59M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Meridian Wealth Advisors held 21,355 shares of Visa worth $7.33M as of Q2 2026.
- Meridian Wealth Advisors bought 502 Visa shares in Q2 2026, an estimated $161K.
- Visa made up 0.83% of Meridian Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- Meridian Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
- Meridian Wealth Advisors's Visa position peaked at $9.59M in Q2 2025.
- 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.