Sax Wealth Advisors
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Sax Wealth Advisors’s Visa V Stock Holding History

Sax 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
Q3 		$3.35M Buy
9,328
+3,005
+48% +$1.1M 0.1% 144
2026
Q2 		$1.91M Buy
6,323
+511
+9% +$164K 0.08% 155
2026
Q1 		$2.04M Sell
5,812
-858
-13% -$276K 0.1% 117
2025
Q4 		$2.34M Buy
6,670
+759
+13% +$259K 0.11% 113
2025
Q3 		$2.02M Buy
5,911
+159
+3% +$55K 0.11% 108
2025
Q2 		$2.04M Buy
5,752
+3,254
+130% +$1.13M 0.12% 100
2025
Q1 		$876K Buy
2,498
+234
+10% +$79.2K 0.06% 159
2024
Q4 		$716K Buy
2,264
+192
+9% +$57.7K 0.06% 158
2024
Q3 		$570K Buy
2,072
+861
+71% +$233K 0.05% 140
2024
Q2 		$318K Buy
1,211
+423
+54% +$116K 0.03% 202
2024
Q1 		$220K Buy
+788
New +$218K 0.03% 175

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sax Wealth Advisors's V Position: Q3 2026 in Review

Sax Wealth Advisors increased its Visa (V) stake by 48% in Q3 2026, buying an estimated $1.1M and bringing the position to 9,328 shares worth $3.35M. The position accounts for 0.1% of the portfolio, ranked #144.

Sax Wealth Advisors first reported a position in V in Q1 2024 and has held it in 11 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Sax Wealth Advisors held 9,328 shares of Visa worth $3.35M as of Q3 2026.
  • Sax Wealth Advisors bought 3,005 Visa shares in Q3 2026, an estimated $1.1M.
  • Visa made up 0.1% of Sax Wealth Advisors's portfolio in Q3 2026, its #144 holding.
  • Sax Wealth Advisors first reported a position in Visa in Q1 2024 and has held it in 11 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.