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Roberts Wealth Advisors’s Visa V Stock Holding History

Roberts 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
Q1 		$4.77M Buy
15,775
+456
+3% +$147K 1.21% 23
2025
Q4 		$5.37M Sell
15,319
-895
-6% -$305K 1.4% 18
2025
Q3 		$5.54M Sell
16,214
-360
-2% -$125K 1.47% 17
2025
Q2 		$5.88M Sell
16,574
-403
-2% -$140K 1.69% 17
2025
Q1 		$5.95M Sell
16,977
-1,252
-7% -$424K 1.84% 14
2024
Q4 		$5.77M Sell
18,229
-79
-0.4% -$23.8K 1.75% 14
2024
Q3 		$5.03M Buy
18,308
+160
+0.9% +$43.3K 1.63% 19
2024
Q2 		$4.82M Buy
18,148
+32
+0.2% +$8.77K 1.64% 16
2024
Q1 		$4.91M Buy
18,116
+298
+2% +$82.3K 1.84% 14
2023
Q4 		$14.1M Buy
17,818
+32
+0.2% +$7.89K 2.2% 13
2023
Q3 		$4.27M Buy
17,786
+240
+1% +$57.7K 1.88% 12
2023
Q2 		$4.17M Sell
17,546
-469
-3% -$107K 1.83% 13
2023
Q1 		$4.1M Buy
18,015
+489
+3% +$109K 1.88% 14
2022
Q4 		$3.63M Buy
17,526
+215
+1% +$43.4K 1.75% 15
2022
Q3 		$3.21M Buy
17,311
+354
+2% +$72K 1.58% 20
2022
Q2 		$3.45M Buy
16,957
+382
+2% +$78.9K 1.5% 19
2022
Q1 		$3.75M Buy
16,575
+177
+1% +$38.3K 1.47% 22
2021
Q4 		$3.63M Buy
16,398
+836
+5% +$179K 1.31% 27
2021
Q3 		$3.47M Buy
+15,562
New +$3.65M 1.37% 24

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Roberts Wealth Advisors's V Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Visa (V) stake by 3% in Q1 2026, buying an estimated $147K and bringing the position to 15,775 shares worth $4.77M. The position accounts for 1.21% of the portfolio, ranked #23.

Roberts Wealth Advisors first reported a position in V in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.1M in Q4 2023. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Roberts Wealth Advisors held 15,775 shares of Visa worth $4.77M as of Q1 2026.
  • Roberts Wealth Advisors bought 456 Visa shares in Q1 2026, an estimated $147K.
  • Visa made up 1.21% of Roberts Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Roberts Wealth Advisors first reported a position in Visa in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Visa position peaked at $14.1M in Q4 2023.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.