MAS
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MPWM Advisory Solutions’s Visa V Stock Holding History

MPWM Advisory Solutions’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 		$649K Sell
2,147
-79
-4% -$25.4K 0.34% 48
2025
Q4 		$781K Hold
2,226
– – 0.43% 41
2025
Q3 		$760K Hold
2,226
– – 0.45% 37
2025
Q2 		$790K Sell
2,226
-76
-3% -$26.5K 0.5% 33
2025
Q1 		$807K Sell
2,302
-153
-6% -$51.8K 0.59% 26
2024
Q4 		$776K Buy
+2,455
New +$738K 0.57% 27

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

MPWM Advisory Solutions's V Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Visa (V) stake by 3.5% in Q1 2026, selling an estimated $25.4K and leaving 2,147 shares worth $649K. The position accounts for 0.34% of the portfolio, ranked #48.

MPWM Advisory Solutions first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $807K in Q1 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • MPWM Advisory Solutions held 2,147 shares of Visa worth $649K as of Q1 2026.
  • MPWM Advisory Solutions sold 79 Visa shares in Q1 2026, an estimated $25.4K.
  • Visa made up 0.34% of MPWM Advisory Solutions's portfolio in Q1 2026, its #48 holding.
  • MPWM Advisory Solutions first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Visa position peaked at $807K in Q1 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.