MAWA
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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
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 $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

Moss Adams Wealth Advisors's V Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its Visa (V) stake by 8.4% in Q1 2026, selling an estimated $146K and leaving 4,968 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #60.

Moss Adams Wealth Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Moss Adams Wealth Advisors held 4,968 shares of Visa worth $1.5M as of Q1 2026.
  • Moss Adams Wealth Advisors sold 454 Visa shares in Q1 2026, an estimated $146K.
  • Visa made up 0.11% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • Moss Adams Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • Moss Adams Wealth Advisors's Visa position peaked at $2.02M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.