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Principia Wealth Advisory’s Visa V Stock Holding History

Principia Wealth Advisory’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 		$49.4K Buy
144
+44
+44% +$14.1K 0.02% 136
2026
Q1 		$30.2K Buy
100
+3
+3% +$965 0.02% 139
2025
Q4 		$34K Sell
97
-94
-49% -$32K 0.02% 136
2025
Q3 		$65.2K Buy
191
+111
+139% +$38.4K 0.05% 109
2025
Q2 		$28.4K Buy
80
+13
+19% +$4.53K 0.02% 122
2025
Q1 		$22.3K Buy
67
+26
+63% +$8.8K 0.02% 104
2024
Q4 		$13K Buy
+41
New +$12.3K 0.01% 116

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

Principia Wealth Advisory's V Position: Q2 2026 in Review

Principia Wealth Advisory increased its Visa (V) stake by 44% in Q2 2026, buying an estimated $14.1K and bringing the position to 144 shares worth $49.4K. The position accounts for 0.02% of the portfolio, ranked #136.

Principia Wealth Advisory first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $65.2K in Q3 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Principia Wealth Advisory held 144 shares of Visa worth $49.4K as of Q2 2026.
  • Principia Wealth Advisory bought 44 Visa shares in Q2 2026, an estimated $14.1K.
  • Visa made up 0.02% of Principia Wealth Advisory's portfolio in Q2 2026, its #136 holding.
  • Principia Wealth Advisory first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Visa position peaked at $65.2K in Q3 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.