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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
Q2 		$737K Hold
2,147
– – 0.34% 49
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 $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

MPWM Advisory Solutions's V Position: Q2 2026 in Review

MPWM Advisory Solutions held its Visa (V) position steady in Q2 2026 at 2,147 shares worth $737K. The position accounts for 0.34% of the portfolio, ranked #49.

MPWM Advisory Solutions first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $807K in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MPWM Advisory Solutions held 2,147 shares of Visa worth $737K as of Q2 2026.
  • MPWM Advisory Solutions left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.34% of MPWM Advisory Solutions's portfolio in Q2 2026, its #49 holding.
  • MPWM Advisory Solutions first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Visa position peaked at $807K in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.