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Moss Adams Wealth Advisors’s Visa V Stock Holding History

Moss Adams 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 		$2.1M Buy
6,133
+1,165
+23% +$374K 0.13% 53
2026
Q1 		$1.5M Sell
4,968
-454
-8% -$146K 0.11% 60
2025
Q4 		$1.9M Sell
5,422
-274
-5% -$93.4K 0.14% 50
2025
Q3 		$1.94M Buy
5,696
+13
+0.2% +$4.5K 0.15% 48
2025
Q2 		$2.02M Buy
5,683
+1,048
+23% +$365K 0.18% 51
2025
Q1 		$1.62M Buy
4,635
+1,001
+28% +$339K 0.17% 46
2024
Q4 		$1.15M Sell
3,634
-109
-3% -$32.8K 0.12% 52
2024
Q3 		$1.03M Buy
3,743
+310
+9% +$83.8K 0.11% 56
2024
Q2 		$901K Buy
3,433
+751
+28% +$206K 0.12% 54
2024
Q1 		$748K Buy
2,682
+455
+20% +$126K 0.12% 59
2023
Q4 		$580K Buy
2,227
+115
+5% +$28.3K 0.12% 52
2023
Q3 		$486K Buy
2,112
+1,140
+117% +$274K 0.17% 42
2023
Q2 		$231K Sell
972
-207
-18% -$47.4K 0.08% 82
2023
Q1 		$266K Sell
1,179
-111
-9% -$24.7K 0.09% 74
2022
Q4 		$268K Buy
+1,290
New +$260K 0.13% 81

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

Moss Adams Wealth Advisors's V Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Visa (V) stake by 23% in Q2 2026, buying an estimated $374K and bringing the position to 6,133 shares worth $2.1M. The position accounts for 0.13% of the portfolio, ranked #53.

Moss Adams Wealth Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Moss Adams Wealth Advisors held 6,133 shares of Visa worth $2.1M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 1,165 Visa shares in Q2 2026, an estimated $374K.
  • Visa made up 0.13% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Moss Adams Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.