Midland Wealth Advisors’s Visa V Stock Holding History

Midland 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	$842K	Sell	2,453 -84	-3%	-$27K	0.04%	79
2026 Q1	$767K	Buy	2,537 +112	+5%	+$36K	0.04%	81
2025 Q4	$850K	Sell	2,425 -467	-16%	-$159K	0.04%	77
2025 Q3	$987K	Sell	2,892 -10	-0.3%	-$3.46K	0.05%	78
2025 Q2	$1.03M	Sell	2,902 -802	-22%	-$280K	0.06%	74
2025 Q1	$1.3M	Sell	3,704 -159	-4%	-$53.8K	0.08%	68
2024 Q4	$1.22M	Sell	3,863 -518	-12%	-$156K	0.07%	73
2024 Q3	$1.2M	Sell	4,381 -367	-8%	-$99.2K	0.07%	75
2024 Q2	$1.25M	Sell	4,748 -69	-1%	-$18.9K	0.07%	74
2024 Q1	$1.34M	Sell	4,817 -176	-4%	-$48.6K	0.08%	68
2023 Q4	$1.3M	Buy	+4,993	New	+$1.23M	0.09%	67

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Midland Wealth Advisors reduced its Visa (V) stake by 3.3% in Q2 2026, selling an estimated $27K and leaving 2,453 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #79.

Midland Wealth Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2024. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

Midland Wealth Advisors held 2,453 shares of Visa worth $842K as of Q2 2026.
Midland Wealth Advisors sold 84 Visa shares in Q2 2026, an estimated $27K.
Visa made up 0.04% of Midland Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Midland Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's Visa position peaked at $1.34M in Q1 2024.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.