Muirfield Wealth Advisors’s Visa V Stock Holding History

Muirfield 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	$405K	Buy	1,339 +139	+12%	+$44.7K	0.3%	54
2025 Q4	$421K	Sell	1,200 -267	-18%	-$91K	0.31%	52
2025 Q3	$501K	Buy	1,467 +3	+0.2%	+$1.04K	0.37%	49
2025 Q2	$520K	Buy	1,464 +81	+6%	+$28.2K	0.41%	48
2025 Q1	$485K	Sell	1,383 -63	-4%	-$21.3K	0.41%	46
2024 Q4	$457K	Buy	1,446 +23	+2%	+$6.92K	0.38%	46
2024 Q3	$391K	Buy	1,423 +558	+65%	+$151K	0.33%	50
2024 Q2	$227K	Buy	865 +36	+4%	+$9.87K	0.21%	57
2024 Q1	$231K	Buy	829 +2	+0.2%	+$552	0.22%	55
2023 Q4	$215K	Buy	+827	New	+$204K	0.23%	54

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Muirfield Wealth Advisors's V Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its Visa (V) stake by 12% in Q1 2026, buying an estimated $44.7K and bringing the position to 1,339 shares worth $405K. The position accounts for 0.3% of the portfolio, ranked #54.

Muirfield Wealth Advisors first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $520K in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Muirfield Wealth Advisors held 1,339 shares of Visa worth $405K as of Q1 2026.
Muirfield Wealth Advisors bought 139 Visa shares in Q1 2026, an estimated $44.7K.
Visa made up 0.3% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #54 holding.
Muirfield Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Visa position peaked at $520K in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.