OWA
V icon

Outlook Wealth Advisors’s Visa V Stock Holding History

Outlook 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 		$1.12M Sell
3,701
-59
-2% -$19K 0.27% 76
2025
Q4 		$1.32M Sell
3,760
-232
-6% -$79K 0.3% 69
2025
Q3 		$1.36M Sell
3,992
-447
-10% -$155K 0.34% 61
2025
Q2 		$1.58M Sell
4,439
-23
-0.5% -$8.02K 0.41% 50
2025
Q1 		$1.56M Sell
4,462
-29
-0.6% -$9.81K 0.44% 45
2024
Q4 		$1.42M Buy
4,491
+273
+6% +$82.1K 0.41% 48
2024
Q3 		$1.16M Buy
4,218
+19
+0.5% +$5.14K 0.33% 57
2024
Q2 		$1.1M Buy
4,199
+7
+0.2% +$1.92K 0.34% 57
2024
Q1 		$1.17M Sell
4,192
-266
-6% -$73.4K 0.36% 56
2023
Q4 		$1.16M Sell
4,458
-288
-6% -$71K 0.41% 52
2023
Q3 		$1.09M Buy
4,746
+85
+2% +$20.4K 0.42% 52
2023
Q2 		$1.11M Buy
4,661
+352
+8% +$80.6K 0.42% 49
2023
Q1 		$972K Sell
4,309
-54
-1% -$12K 0.43% 53
2022
Q4 		$906K Sell
4,363
-26
-0.6% -$5.24K 0.43% 56
2022
Q3 		$780K Buy
4,389
+1
+0% +$203 0.35% 64
2022
Q2 		$863K Buy
4,388
+61
+1% +$12.6K 0.35% 71
2022
Q1 		$959K Buy
4,327
+29
+0.7% +$6.27K 0.32% 72
2021
Q4 		$931K Sell
4,298
-153
-3% -$32.8K 0.27% 83
2021
Q3 		$991K Buy
4,451
+187
+4% +$43.9K 0.32% 75
2021
Q2 		$997K Buy
4,264
+1,259
+42% +$288K 0.32% 80
2021
Q1 		$636K Sell
3,005
-591
-16% -$124K 0.22% 114
2020
Q4 		$787K Buy
3,596
+10
+0.3% +$2.05K 0.29% 84
2020
Q3 		$717K Sell
3,586
-29
-0.8% -$5.79K 0.29% 75
2020
Q2 		$698K Buy
3,615
+108
+3% +$19.7K 0.3% 73
2020
Q1 		$565K Buy
3,507
+1,304
+59% +$246K 0.32% 68
2019
Q4 		$408K Sell
2,203
-337
-13% -$60.7K 0.23% 91
2019
Q3 		$437K Sell
2,540
-29
-1% -$5.17K 0.26% 88
2019
Q2 		$446K Buy
2,569
+232
+10% +$38K 0.29% 85
2019
Q1 		$365K Buy
2,337
+1,892
+425% +$273K 0.3% 86
2018
Q4 		$588K Buy
+445
New +$61.5K 0.27% 91

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Outlook Wealth Advisors reduced its Visa (V) stake by 1.6% in Q1 2026, selling an estimated $19K and leaving 3,701 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #76.

Outlook Wealth Advisors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.58M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Outlook Wealth Advisors held 3,701 shares of Visa worth $1.12M as of Q1 2026.
  • Outlook Wealth Advisors sold 59 Visa shares in Q1 2026, an estimated $19K.
  • Visa made up 0.27% of Outlook Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Outlook Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Outlook Wealth Advisors's Visa position peaked at $1.58M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.