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Rooted Wealth Advisors’s Visa V Stock Holding History

Rooted 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 		$444K Buy
1,295
+162
+14% +$52K 0.11% 98
2026
Q1 		$356K Sell
1,133
-1,252
-52% -$403K 0.09% 98
2025
Q4 		$787K Buy
2,385
+1,681
+239% +$573K 0.22% 71
2025
Q3 		$246K Buy
704
+13
+2% +$4.5K 0.08% 114
2025
Q2 		$241K Buy
691
+19
+3% +$6.62K 0.08% 96
2025
Q1 		$210K Buy
+672
New +$227K 0.09% 87

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

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

Rooted Wealth Advisors increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $52K and bringing the position to 1,295 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #98.

Rooted Wealth Advisors first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $787K in Q4 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Rooted Wealth Advisors held 1,295 shares of Visa worth $444K as of Q2 2026.
  • Rooted Wealth Advisors bought 162 Visa shares in Q2 2026, an estimated $52K.
  • Visa made up 0.11% of Rooted Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Rooted Wealth Advisors first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • Rooted Wealth Advisors's Visa position peaked at $787K in Q4 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.