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Schneider Downs Wealth Management Advisors’s Visa V Stock Holding History

Schneider Downs Wealth Management 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 		$1.04M Sell
3,031
-141
-4% -$45.3K 0.1% 75
2026
Q1 		$959K Sell
3,172
-4
-0.1% -$1.29K 0.11% 69
2025
Q4 		$1.11M Buy
3,176
+4
+0.1% +$1.36K 0.13% 62
2025
Q3 		$1.08M Buy
3,172
+566
+22% +$196K 0.13% 62
2025
Q2 		$925K Sell
2,606
-142
-5% -$49.5K 0.14% 66
2025
Q1 		$963K Sell
2,748
-353
-11% -$119K 0.17% 57
2024
Q4 		$980K Hold
3,101
– – 0.18% 58
2024
Q3 		$853K Buy
3,101
+1,333
+75% +$360K 0.17% 57
2024
Q2 		$464K Sell
1,768
-139
-7% -$38.1K 0.1% 82
2024
Q1 		$532K Buy
1,907
+1,103
+137% +$305K 0.12% 72
2023
Q4 		$209K Buy
+804
New +$198K 0.05% 112
2022
Q4 		– Sell
-2,558
Closed -$454K – 154
2022
Q3 		$454K Sell
2,558
-1,275
-33% -$259K 0.13% 68
2022
Q2 		$755K Sell
3,833
-70
-2% -$14.5K 0.21% 48
2022
Q1 		$866K Buy
3,903
+111
+3% +$24K 0.22% 48
2021
Q4 		$822K Sell
3,792
-195
-5% -$41.9K 0.2% 55
2021
Q3 		$888K Buy
3,987
+1,046
+36% +$245K 0.23% 50
2021
Q2 		$688K Buy
2,941
+42
+1% +$9.6K 0.18% 56
2021
Q1 		$614K Buy
2,899
+1,739
+150% +$366K 0.15% 59
2020
Q4 		$254K Sell
1,160
-529
-31% -$108K 0.07% 78
2020
Q3 		$338K Buy
1,689
+180
+12% +$36K 0.11% 59
2020
Q2 		$291K Hold
1,509
– – 0.1% 65
2020
Q1 		$243K Buy
+1,509
New +$284K 0.09% 76

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

Schneider Downs Wealth Management Advisors's V Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Visa (V) stake by 4.4% in Q2 2026, selling an estimated $45.3K and leaving 3,031 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #75.

Schneider Downs Wealth Management Advisors first reported a position in V in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 3,031 shares of Visa worth $1.04M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors sold 141 Visa shares in Q2 2026, an estimated $45.3K.
  • Visa made up 0.1% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #75 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Visa in Q1 2020 and has held it in 22 quarters since.
  • Schneider Downs Wealth Management Advisors's Visa position peaked at $1.11M in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.