Mission Wealth Management’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 | $27.7M | Buy |
80,647
+36,180
| +81% | +$11.6M | 0.34% | 50 |
|
|
2026
Q1 | $13.4M | Sell |
44,467
-2,917
| -6% | -$938K | 0.28% | 57 |
|
|
2025
Q4 | $16.6M | Sell |
47,384
-1,804
| -4% | -$615K | 0.33% | 50 |
|
|
2025
Q3 | $16.8M | Sell |
49,188
-2,758
| -5% | -$955K | 0.33% | 48 |
|
|
2025
Q2 | $18.4M | Buy |
51,946
+737
| +1% | +$257K | 0.39% | 42 |
|
|
2025
Q1 | $17.9M | Buy |
51,209
+682
| +1% | +$231K | 0.44% | 37 |
|
|
2024
Q4 | $16M | Sell |
50,527
-349
| -0.7% | -$105K | 0.37% | 45 |
|
|
2024
Q3 | $14M | Buy |
50,876
+5,659
| +13% | +$1.53M | 0.34% | 44 |
|
|
2024
Q2 | $11.9M | Buy |
45,217
+6,324
| +16% | +$1.73M | 0.31% | 44 |
|
|
2024
Q1 | $10.9M | Buy |
38,893
+15,977
| +70% | +$4.41M | 0.29% | 51 |
|
|
2023
Q4 | $5.97M | Buy |
22,916
+1,296
| +6% | +$319K | 0.19% | 71 |
|
|
2023
Q3 | $4.97M | Buy |
21,620
+654
| +3% | +$157K | 0.19% | 70 |
|
|
2023
Q2 | $4.98M | Buy |
20,966
+808
| +4% | +$185K | 0.19% | 69 |
|
|
2023
Q1 | $4.54M | Buy |
20,158
+126
| +0.6% | +$28K | 0.19% | 70 |
|
|
2022
Q4 | $4.16M | Buy |
20,032
+3,915
| +24% | +$790K | 0.2% | 66 |
|
|
2022
Q3 | $2.86M | Buy |
16,117
+1,268
| +9% | +$258K | 0.15% | 85 |
|
|
2022
Q2 | $2.92M | Buy |
14,849
+708
| +5% | +$146K | 0.15% | 85 |
|
|
2022
Q1 | $3.14M | Buy |
14,141
+7,213
| +104% | +$1.56M | 0.15% | 86 |
|
|
2021
Q4 | $1.5M | Buy |
6,928
+568
| +9% | +$122K | 0.07% | 139 |
|
|
2021
Q3 | $1.42M | Buy |
6,360
+459
| +8% | +$108K | 0.07% | 137 |
|
|
2021
Q2 | $1.38M | Sell |
5,901
-248
| -4% | -$56.7K | 0.07% | 134 |
|
|
2021
Q1 | $1.3M | Buy |
6,149
+205
| +3% | +$43.2K | 0.08% | 121 |
|
|
2020
Q4 | $1.3M | Buy |
5,944
+484
| +9% | +$99K | 0.08% | 116 |
|
|
2020
Q3 | $1.09M | Sell |
5,460
-302
| -5% | -$60.3K | 0.08% | 115 |
|
|
2020
Q2 | $1.11M | Buy |
5,762
+152
| +3% | +$27.8K | 0.1% | 102 |
|
|
2020
Q1 | $904K | Sell |
5,610
-217
| -4% | -$40.9K | 0.1% | 105 |
|
|
2019
Q4 | $1.09M | Buy |
5,827
+44
| +0.8% | +$7.93K | 0.11% | 105 |
|
|
2019
Q3 | $995K | Buy |
5,783
+311
| +6% | +$55.4K | 0.11% | 99 |
|
|
2019
Q2 | $950K | Sell |
5,472
-565
| -9% | -$92.5K | 0.11% | 99 |
|
|
2019
Q1 | $943K | Buy |
6,037
+567
| +10% | +$81.7K | 0.11% | 101 |
|
|
2018
Q4 | $722K | Buy |
5,470
+692
| +14% | +$95.6K | 0.09% | 111 |
|
|
2018
Q3 | $717K | Sell |
4,778
-556
| -10% | -$79.1K | 0.09% | 117 |
|
|
2018
Q2 | $706K | Buy |
5,334
+789
| +17% | +$102K | 0.1% | 108 |
|
|
2018
Q1 | $544K | Sell |
4,545
-70
| -2% | -$8.48K | 0.09% | 108 |
|
|
2017
Q4 | $526K | Sell |
4,615
-166
| -3% | -$18.3K | 0.09% | 108 |
|
|
2017
Q3 | $503K | Sell |
4,781
-82
| -2% | -$8.32K | 0.09% | 97 |
|
|
2017
Q2 | $456K | Sell |
4,863
-505
| -9% | -$46.9K | 0.09% | 105 |
|
|
2017
Q1 | $477K | Buy |
5,368
+100
| +2% | +$8.6K | 0.09% | 100 |
|
|
2016
Q4 | $411K | Buy |
5,268
+698
| +15% | +$56.1K | 0.08% | 106 |
|
|
2016
Q3 | $378K | Hold |
4,570
| – | – | 0.09% | 105 |
|
|
2016
Q2 | $339K | Sell |
4,570
-45
| -1% | -$3.52K | 0.09% | 104 |
|
|
2016
Q1 | $353K | Buy |
4,615
+1,541
| +50% | +$112K | 0.1% | 99 |
|
|
2015
Q4 | $238K | Buy |
3,074
+132
| +4% | +$10.2K | 0.07% | 117 |
|
|
2015
Q3 | $205K | Buy |
+2,942
| New | +$210K | 0.06% | 126 |
|
Other funds holding V
Mission Wealth Management's V Position: Q2 2026 in Review
Mission Wealth Management increased its Visa (V) stake by 81% in Q2 2026, buying an estimated $11.6M and bringing the position to 80,647 shares worth $27.7M. The position accounts for 0.34% of the portfolio, ranked #50.
Mission Wealth Management first reported a position in V in Q3 2015 and has held it in 44 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Mission Wealth Management held 80,647 shares of Visa worth $27.7M as of Q2 2026.
- Mission Wealth Management bought 36,180 Visa shares in Q2 2026, an estimated $11.6M.
- Visa made up 0.34% of Mission Wealth Management's portfolio in Q2 2026, its #50 holding.
- Mission Wealth Management first reported a position in Visa in Q3 2015 and has held it in 44 quarters since.
- 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.