NWM Advisors’s Visa V Stock Holding History

NWM 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	$4.74M	Buy	13,821 +725	+6%	+$233K	3.73%	9
2026 Q1	$3.96M	Buy	13,096 +85	+0.7%	+$27.3K	3.61%	10
2025 Q4	$4.56M	Buy	+13,011	New	+$4.43M	3.97%	10

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

NWM Advisors's V Position: Q2 2026 in Review

NWM Advisors increased its Visa (V) stake by 5.5% in Q2 2026, buying an estimated $233K and bringing the position to 13,821 shares worth $4.74M. The position accounts for 3.73% of the portfolio, ranked #9.

NWM Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

NWM Advisors held 13,821 shares of Visa worth $4.74M as of Q2 2026.
NWM Advisors bought 725 Visa shares in Q2 2026, an estimated $233K.
Visa made up 3.73% of NWM Advisors's portfolio in Q2 2026, its #9 holding.
NWM Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on NWM Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.