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Marathon Wealth Advisors LLC’s Visa V Stock Holding History

Marathon Wealth Advisors LLC’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 		$6.43M Buy
18,744
+239
+1% +$76.7K 2.2% 15
2026
Q1 		$5.59M Buy
18,505
+556
+3% +$179K 2.29% 15
2025
Q4 		$6.29M Buy
+17,949
New +$6.12M 2.5% 11

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

Marathon Wealth Advisors LLC's V Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its Visa (V) stake by 1.3% in Q2 2026, buying an estimated $76.7K and bringing the position to 18,744 shares worth $6.43M. The position accounts for 2.2% of the portfolio, ranked #15.

Marathon Wealth Advisors LLC first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Marathon Wealth Advisors LLC held 18,744 shares of Visa worth $6.43M as of Q2 2026.
  • Marathon Wealth Advisors LLC bought 239 Visa shares in Q2 2026, an estimated $76.7K.
  • Visa made up 2.2% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #15 holding.
  • Marathon Wealth Advisors LLC first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.