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Physician Wealth Advisors’s Visa V Stock Holding History

Physician 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 		$915K Sell
2,667
-45
-2% -$14.4K 0.11% 82
2026
Q1 		$820K Buy
2,712
+1,109
+69% +$357K 0.11% 77
2025
Q4 		$562K Buy
1,603
+53
+3% +$18.1K 0.08% 98
2025
Q3 		$529K Sell
1,550
-2
-0.1% -$692 0.08% 102
2025
Q2 		$551K Sell
1,552
-94
-6% -$32.8K 0.09% 91
2025
Q1 		$577K Sell
1,646
-224
-12% -$75.8K 0.1% 88
2024
Q4 		$591K Sell
1,870
-36
-2% -$10.8K 0.1% 87
2024
Q3 		$532K Sell
1,906
-190
-9% -$51.4K 0.1% 88
2024
Q2 		$564K Sell
2,096
-142
-6% -$38.9K 0.1% 85
2024
Q1 		$607K Buy
2,238
+81
+4% +$22.4K 0.13% 84
2023
Q4 		$585K Buy
2,157
+46
+2% +$11.3K 0.13% 79
2023
Q3 		$495K Sell
2,111
-48
-2% -$11.5K 0.13% 77
2023
Q2 		$514K Hold
2,159
– – 0.13% 77
2023
Q1 		$502K Sell
2,159
-19
-0.9% -$4.23K 0.13% 77
2022
Q4 		$488K Sell
2,178
-153
-7% -$30.9K 0.13% 81
2022
Q3 		$437K Sell
2,331
-219
-9% -$44.6K 0.13% 82
2022
Q2 		$539K Sell
2,550
-71
-3% -$14.7K 0.16% 70
2022
Q1 		$562K Buy
2,621
+150
+6% +$32.4K 0.15% 78
2021
Q4 		$536K Sell
2,471
-63
-2% -$13.5K 0.14% 83
2021
Q3 		$585K Sell
2,534
-7
-0.3% -$1.64K 0.16% 81
2021
Q2 		$620K Sell
2,541
-11
-0.4% -$2.52K 0.18% 75
2021
Q1 		$559K Buy
2,552
+1
+0% +$210 0.18% 73
2020
Q4 		$534K Sell
2,551
-34
-1% -$6.96K 0.18% 72
2020
Q3 		$478K Sell
2,585
-218
-8% -$43.5K 0.19% 71
2020
Q2 		$552K Buy
2,803
+40
+1% +$7.31K 0.22% 63
2020
Q1 		$460K Buy
2,763
+356
+15% +$67.1K 0.23% 60
2019
Q4 		$470K Sell
2,407
-45
-2% -$8.11K 0.21% 63
2019
Q3 		$444K Buy
+2,452
New +$437K 0.22% 62

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $14.4K and leaving 2,667 shares worth $915K. The position accounts for 0.11% of the portfolio, ranked #82.

Physician Wealth Advisors first reported a position in V in Q3 2019 and has held it in 28 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Physician Wealth Advisors held 2,667 shares of Visa worth $915K as of Q2 2026.
  • Physician Wealth Advisors sold 45 Visa shares in Q2 2026, an estimated $14.4K.
  • Visa made up 0.11% of Physician Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Physician Wealth Advisors first reported a position in Visa in Q3 2019 and has held it in 28 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.