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New Insight Wealth Advisors’s Visa V Stock Holding History

New Insight 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 		$623K Sell
1,817
-89
-5% -$28.6K 0.18% 67
2026
Q1 		$576K Sell
1,906
-50
-3% -$16.1K 0.21% 67
2025
Q4 		$686K Buy
1,956
+55
+3% +$18.7K 0.25% 64
2025
Q3 		$649K Hold
1,901
– – 0.24% 62
2025
Q2 		$675K Buy
1,901
+21
+1% +$7.32K 0.28% 54
2025
Q1 		$659K Buy
1,880
+310
+20% +$105K 0.3% 48
2024
Q4 		$496K Sell
1,570
-72
-4% -$21.6K 0.25% 53
2024
Q3 		$451K Hold
1,642
– – 0.24% 52
2024
Q2 		$431K Sell
1,642
-10
-0.6% -$2.74K 0.25% 52
2024
Q1 		$461K Sell
1,652
-59
-3% -$16.3K 0.29% 45
2023
Q4 		$445K Buy
+1,711
New +$422K 0.3% 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

New Insight Wealth Advisors's V Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Visa (V) stake by 4.7% in Q2 2026, selling an estimated $28.6K and leaving 1,817 shares worth $623K. The position accounts for 0.18% of the portfolio, ranked #67.

New Insight Wealth Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $686K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • New Insight Wealth Advisors held 1,817 shares of Visa worth $623K as of Q2 2026.
  • New Insight Wealth Advisors sold 89 Visa shares in Q2 2026, an estimated $28.6K.
  • Visa made up 0.18% of New Insight Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • New Insight Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's Visa position peaked at $686K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.