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Motive Wealth Advisors’s Visa V Stock Holding History

Motive 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 		$641K Buy
1,868
+77
+4% +$24.7K 0.26% 42
2026
Q1 		$541K Sell
1,791
-104
-5% -$33.4K 0.25% 42
2025
Q4 		$665K Sell
1,895
-14
-0.7% -$4.77K 0.28% 39
2025
Q3 		$652K Sell
1,909
-7
-0.4% -$2.42K 0.28% 38
2025
Q2 		$680K Buy
1,916
+216
+13% +$75.3K 0.31% 37
2025
Q1 		$596K Hold
1,700
– – 0.32% 37
2024
Q4 		$537K Buy
1,700
+160
+10% +$48.1K 0.29% 39
2024
Q3 		$404K Hold
1,540
– – 0.24% 43
2024
Q2 		$404K Sell
1,540
-4
-0.3% -$1.1K 0.24% 43
2024
Q1 		$431K Buy
1,544
+660
+75% +$182K 0.26% 42
2023
Q4 		$230K Sell
884
-318
-26% -$78.4K 0.27% 41
2023
Q3 		$276K Sell
1,202
-97
-7% -$23.3K 0.3% 37
2023
Q2 		$308K Sell
1,299
-3
-0.2% -$687 0.32% 41
2023
Q1 		$294K Sell
1,302
-14
-1% -$3.12K 0.32% 40
2022
Q4 		$273K Sell
1,316
-5
-0.4% -$1.01K 0.21% 52
2022
Q3 		$235K Buy
+1,321
New +$269K 0.19% 49

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

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

Motive Wealth Advisors increased its Visa (V) stake by 4.3% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,868 shares worth $641K. The position accounts for 0.26% of the portfolio, ranked #42.

Motive Wealth Advisors first reported a position in V in Q3 2022 and has held it in 16 quarters since. The position peaked at $680K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Motive Wealth Advisors held 1,868 shares of Visa worth $641K as of Q2 2026.
  • Motive Wealth Advisors bought 77 Visa shares in Q2 2026, an estimated $24.7K.
  • Visa made up 0.26% of Motive Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Motive Wealth Advisors first reported a position in Visa in Q3 2022 and has held it in 16 quarters since.
  • Motive Wealth Advisors's Visa position peaked at $680K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.