MWA
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Meridian Wealth Advisors’s Visa V Stock Holding History

Meridian 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 		$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

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

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

Meridian Wealth Advisors reduced its Visa (V) stake by 20% in Q1 2026, selling an estimated $1.67M and leaving 20,853 shares worth $6.3M. The position accounts for 0.83% of the portfolio, ranked #29.

Meridian Wealth Advisors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.59M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Meridian Wealth Advisors held 20,853 shares of Visa worth $6.3M as of Q1 2026.
  • Meridian Wealth Advisors sold 5,193 Visa shares in Q1 2026, an estimated $1.67M.
  • Visa made up 0.83% of Meridian Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Meridian Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Visa position peaked at $9.59M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.