Petersen Hastings Wealth Advisors’s Visa V Stock Holding History

Petersen Hastings 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	–	Sell	-582	Closed	-$204K	–	82
2025 Q4	$204K	Buy	+582	New	+$198K	0.02%	75

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Petersen Hastings Wealth Advisors's V Position: Q1 2026 in Review

Petersen Hastings Wealth Advisors sold out of Visa (V) in Q1 2026, closing a stake of 582 shares — an estimated $204K sold.

Petersen Hastings Wealth Advisors first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 4,471 funds tracked by Wall St. Rank hold V as of Q1 2026.

Petersen Hastings Wealth Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Petersen Hastings Wealth Advisors sold 582 Visa shares in Q1 2026, an estimated $204K.
Petersen Hastings Wealth Advisors first reported a position in Visa in Q4 2025 and held it in 1 quarter.
Petersen Hastings Wealth Advisors's Visa position peaked at $204K in Q4 2025.
4,471 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.