PIWA
V icon

Prevail Innovative Wealth Advisors’s Visa V Stock Holding History

Prevail Innovative 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 		$4.2M Buy
12,251
+10,637
+659% +$3.41M 0.63% 60
2026
Q1 		$488K Sell
1,614
-67
-4% -$21.5K 0.08% 139
2025
Q4 		$590K Buy
1,681
+20
+1% +$6.81K 0.11% 155
2025
Q3 		$567K Buy
1,661
+50
+3% +$17.3K 0.11% 163
2025
Q2 		$572K Buy
1,611
+600
+59% +$209K 0.13% 161
2025
Q1 		$354K Sell
1,011
-14
-1% -$4.74K 0.09% 152
2024
Q4 		$324K Sell
1,025
-20
-2% -$6.01K 0.09% 138
2024
Q3 		$287K Buy
1,045
+275
+36% +$74.3K 0.09% 139
2024
Q2 		$202K Sell
770
-8
-1% -$2.19K 0.07% 140
2024
Q1 		$217K Sell
778
-7,171
-90% -$1.98M 0.08% 152
2023
Q4 		$2.07M Buy
7,949
+445
+6% +$110K 0.99% 39
2023
Q3 		$1.73M Buy
+7,504
New +$1.8M 0.9% 44

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

Prevail Innovative Wealth Advisors's V Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Visa (V) stake by 659% in Q2 2026, buying an estimated $3.41M and bringing the position to 12,251 shares worth $4.2M. The position accounts for 0.63% of the portfolio, ranked #60.

Prevail Innovative Wealth Advisors first reported a position in V in Q3 2023 and has held it in 12 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 12,251 shares of Visa worth $4.2M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 10,637 Visa shares in Q2 2026, an estimated $3.41M.
  • Visa made up 0.63% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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