Phoenix Wealth Advisors’s Visa V Stock Holding History

Phoenix 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	$280K	Sell	817 -55	-6%	-$17.7K	0.09%	110
2026 Q1	$264K	Sell	872 -79	-8%	-$25.4K	0.1%	114
2025 Q4	$333K	Hold	951	–	–	0.13%	102
2025 Q3	$324K	Buy	951 +1	+0.1%	+$346	0.12%	101
2025 Q2	$337K	Hold	950	–	–	0.14%	96
2025 Q1	$333K	Sell	950 -14	-1%	-$4.74K	0.15%	93
2024 Q4	$305K	Buy	964 +32	+3%	+$9.62K	0.13%	95
2024 Q3	$256K	Sell	932 -200	-18%	-$54.1K	0.12%	108
2024 Q2	$297K	Buy	1,132 +307	+37%	+$84.1K	0.15%	101
2024 Q1	$230K	Buy	825 +34	+4%	+$9.39K	0.14%	107
2023 Q4	$205K	Buy	+791	New	+$195K	0.14%	110
2022 Q1	–	Sell	-924	Closed	-$200K	–	131
2021 Q4	$200K	Hold	924	–	–	0.15%	119
2021 Q3	$206K	Hold	924	–	–	0.15%	112
2021 Q2	$221K	Sell	924 -912	-50%	-$208K	0.16%	116
2021 Q1	$398K	Hold	1,836	–	–	0.31%	65
2020 Q4	$402K	Buy	+1,836	New	+$376K	0.31%	66

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

Phoenix Wealth Advisors's V Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Visa (V) stake by 6.3% in Q2 2026, selling an estimated $17.7K and leaving 817 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #110.

Phoenix Wealth Advisors first reported a position in V in Q4 2020 and has held it in 16 quarters since. The position peaked at $402K in Q4 2020. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Phoenix Wealth Advisors held 817 shares of Visa worth $280K as of Q2 2026.
Phoenix Wealth Advisors sold 55 Visa shares in Q2 2026, an estimated $17.7K.
Visa made up 0.09% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Phoenix Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 16 quarters since.
Phoenix Wealth Advisors's Visa position peaked at $402K in Q4 2020.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.