NWF Advisory Services’s Visa V Stock Holding History

NWF Advisory Services’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
2025 Q2	–	Sell	-100	Closed	-$763	–	443
2025 Q1	$763	Buy	+100	New	+$33.8K	﹤0.01%	364

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NWF Advisory Services's V Position: Q2 2026 in Review

NWF Advisory Services increased its Visa (V) stake by 3% in Q2 2026, buying an estimated $365K and bringing the position to 38,771 shares worth $13.3M. The position accounts for 1.25% of the portfolio, ranked #18.

NWF Advisory Services first reported a position in V in Q1 2023 and has held it in 14 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

NWF Advisory Services held 38,771 shares of Visa worth $13.3M as of Q2 2026.
NWF Advisory Services bought 1,136 Visa shares in Q2 2026, an estimated $365K.
Visa made up 1.25% of NWF Advisory Services's portfolio in Q2 2026, its #18 holding.
NWF Advisory Services first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.