Primoris Wealth Advisors’s Visa V Stock Holding History

Primoris 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	$884K	Hold	2,576	–	–	0.4%	57
2026 Q1	$779K	Sell	2,576 -2	-0.1%	-$643	0.55%	43
2025 Q4	$904K	Hold	2,578	–	–	0.54%	48
2025 Q3	$880K	Buy	2,578 +35	+1%	+$12.1K	0.56%	45
2025 Q2	$903K	Buy	2,543 +13	+0.5%	+$4.53K	0.62%	44
2025 Q1	$887K	Buy	2,530 +15	+0.6%	+$5.08K	0.69%	39
2024 Q4	$795K	Hold	2,515	–	–	0.6%	41
2024 Q3	$692K	Hold	2,515	–	–	0.5%	55
2024 Q2	$660K	Sell	2,515 -83	-3%	-$22.7K	0.53%	52
2024 Q1	$723K	Buy	2,598 +55	+2%	+$15.2K	0.58%	48
2023 Q4	$662K	Hold	2,543	–	–	0.62%	43
2023 Q3	$585K	Buy	2,543 +2	+0.1%	+$481	0.71%	36
2023 Q2	$603K	Buy	2,541 +7	+0.3%	+$1.6K	0.66%	37
2023 Q1	$571K	Sell	2,534 -399	-14%	-$88.8K	0.7%	37
2022 Q4	$609K	Buy	2,933 +80	+3%	+$16.1K	0.94%	29
2022 Q3	$506K	Hold	2,853	–	–	0.9%	31
2022 Q2	$562K	Hold	2,853	–	–	0.81%	34
2022 Q1	$632K	Hold	2,853	–	–	0.59%	39
2021 Q4	$618K	Buy	+2,853	New	+$612K	0.5%	52

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Primoris Wealth Advisors held its Visa (V) position steady in Q2 2026 at 2,576 shares worth $884K. The position accounts for 0.4% of the portfolio, ranked #57.

Primoris Wealth Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $904K in Q4 2025. 2,317 funds tracked by Wall St. Rank hold V as of Q2 2026.

Primoris Wealth Advisors held 2,576 shares of Visa worth $884K as of Q2 2026.
Primoris Wealth Advisors left its Visa share count unchanged in Q2 2026.
Visa made up 0.4% of Primoris Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Primoris Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
Primoris Wealth Advisors's Visa position peaked at $904K in Q4 2025.
2,317 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.