Net Worth Advisory Group’s Visa V Stock Holding History

Net Worth Advisory Group’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	$2.46M	Buy	7,161 +1,066	+17%	+$342K	0.62%	33
2026 Q1	$1.84M	Sell	6,095 -1,763	-22%	-$567K	0.38%	58
2025 Q4	$2.76M	Buy	7,858 +1,441	+22%	+$491K	0.56%	37
2025 Q3	$2.19M	Sell	6,417 -708	-10%	-$245K	0.63%	27
2025 Q2	$2.53M	Buy	7,125 +22	+0.3%	+$7.67K	0.56%	36
2025 Q1	$2.49M	Buy	7,103 +156	+2%	+$52.8K	0.78%	18
2024 Q4	$2.2M	Sell	6,947 -684	-9%	-$206K	0.67%	25
2024 Q3	$2.1M	Buy	+7,631	New	+$2.06M	0.62%	24

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Net Worth Advisory Group's V Position: Q2 2026 in Review

Net Worth Advisory Group increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $342K and bringing the position to 7,161 shares worth $2.46M. The position accounts for 0.62% of the portfolio, ranked #33.

Net Worth Advisory Group first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q4 2025. 910 funds tracked by Wall St. Rank hold V as of Q2 2026.

Net Worth Advisory Group held 7,161 shares of Visa worth $2.46M as of Q2 2026.
Net Worth Advisory Group bought 1,066 Visa shares in Q2 2026, an estimated $342K.
Visa made up 0.62% of Net Worth Advisory Group's portfolio in Q2 2026, its #33 holding.
Net Worth Advisory Group first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Visa position peaked at $2.76M in Q4 2025.
910 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.