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San Luis Wealth Advisors’s Visa V Stock Holding History

San Luis 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 		$6.09M Buy
17,750
+3,898
+28% +$1.25M 0.92% 41
2026
Q1 		$4.19M Buy
13,852
+931
+7% +$299K 0.69% 43
2025
Q4 		$4.53M Buy
12,921
+1,077
+9% +$367K 0.76% 40
2025
Q3 		$4.04M Buy
11,844
+1,989
+20% +$688K 0.73% 39
2025
Q2 		$3.5M Sell
9,855
-1,875
-16% -$654K 0.75% 39
2025
Q1 		$4.11M Sell
11,730
-6,793
-37% -$2.3M 0.93% 28
2024
Q4 		$5.85M Buy
18,523
+3,620
+24% +$1.09M 1.11% 24
2024
Q3 		$4.1M Buy
14,903
+530
+4% +$143K 0.85% 33
2024
Q2 		$3.77M Sell
14,373
-1,582
-10% -$434K 0.91% 35
2024
Q1 		$4.45M Sell
15,955
-204
-1% -$56.3K 2.34% 9
2023
Q4 		$4.21M Buy
16,159
+2,422
+18% +$597K 1.78% 14
2023
Q3 		$3.16M Sell
13,737
-2,191
-14% -$527K 1.52% 16
2023
Q2 		$3.78M Sell
15,928
-2,496
-14% -$571K 1.33% 17
2023
Q1 		$4.15M Buy
18,424
+2,742
+17% +$610K 1.59% 15
2022
Q4 		$3.26M Buy
15,682
+6,513
+71% +$1.31M 3.04% 9
2022
Q3 		$1.63M Buy
9,169
+4,057
+79% +$826K 1.71% 17
2022
Q2 		$1.01M Buy
5,112
+3,099
+154% +$640K 1.16% 24
2022
Q1 		$436K Sell
2,013
-6
-0.3% -$1.3K 0.21% 93
2021
Q4 		$438K Sell
2,019
-2,899
-59% -$622K 0.45% 50
2021
Q3 		$1.09M Buy
+4,918
New +$1.15M 0.61% 46
2020
Q4 		$234K Buy
+1,068
New +$219K 0.15% 118

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

San Luis Wealth Advisors's V Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Visa (V) stake by 28% in Q2 2026, buying an estimated $1.25M and bringing the position to 17,750 shares worth $6.09M. The position accounts for 0.92% of the portfolio, ranked #41.

San Luis Wealth Advisors first reported a position in V in Q4 2020 and has held it in 21 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • San Luis Wealth Advisors held 17,750 shares of Visa worth $6.09M as of Q2 2026.
  • San Luis Wealth Advisors bought 3,898 Visa shares in Q2 2026, an estimated $1.25M.
  • Visa made up 0.92% of San Luis Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • San Luis Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.