MWA
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Monograph Wealth Advisors’s Visa V Stock Holding History

Monograph 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 		$242K Sell
704
-1,366
-66% -$439K 0.02% 130
2026
Q1 		$626K Buy
2,070
+1,440
+229% +$463K 0.06% 77
2025
Q4 		$221K Sell
630
-1
-0.2% -$341 0.02% 127
2025
Q3 		$215K Buy
+631
New +$218K 0.02% 134
2024
Q3 		– Sell
-3,012
Closed -$791K – 117
2024
Q2 		$791K Hold
3,012
– – 0.12% 50
2024
Q1 		$841K Sell
3,012
-1,680
-36% -$464K 0.12% 68
2023
Q4 		$1.22M Buy
4,692
+180
+4% +$44.4K 0.22% 35
2023
Q3 		$1.04M Buy
+4,512
New +$1.08M 0.21% 44

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

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

Monograph Wealth Advisors reduced its Visa (V) stake by 66% in Q2 2026, selling an estimated $439K and leaving 704 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #130.

Monograph Wealth Advisors first reported a position in V in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Monograph Wealth Advisors held 704 shares of Visa worth $242K as of Q2 2026.
  • Monograph Wealth Advisors sold 1,366 Visa shares in Q2 2026, an estimated $439K.
  • Visa made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Monograph Wealth Advisors first reported a position in Visa in Q3 2023 and has held it in 8 quarters since.
  • Monograph Wealth Advisors's Visa position peaked at $1.22M in Q4 2023.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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