Portus Wealth Advisors’s Visa V Stock Holding History

Portus 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	–	Sell	-79	Closed	-$24K	–	508
2026 Q1	$24K	Buy	+79	New	+$25.4K	0.02%	92

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

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

Portus Wealth Advisors sold out of Visa (V) in Q2 2026, closing a stake of 79 shares — an estimated $24K sold.

Portus Wealth Advisors first reported a position in V in Q1 2026 and held it in 1 quarter. The position peaked at $24K in Q1 2026. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

Portus Wealth Advisors reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 79 Visa shares in Q2 2026, an estimated $24K.
Portus Wealth Advisors first reported a position in Visa in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Visa position peaked at $24K in Q1 2026.
4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.