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Schwarz Dygos Wheeler Investment Advisors’s Visa V Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$2.59M Sell
7,548
-133
-2% -$42.7K 0.49% 40
2026
Q1 		$2.32M Sell
7,681
-16
-0.2% -$5.14K 0.48% 42
2025
Q4 		$2.7M Buy
7,697
+166
+2% +$56.6K 0.56% 37
2025
Q3 		$2.57M Sell
7,531
-75
-1% -$26K 0.55% 40
2025
Q2 		$2.7M Sell
7,606
-302
-4% -$105K 0.62% 38
2025
Q1 		$2.77M Buy
7,908
+74
+0.9% +$25K 0.66% 35
2024
Q4 		$2.48M Buy
7,834
+163
+2% +$49K 0.61% 38
2024
Q3 		$2.11M Buy
7,671
+20
+0.3% +$5.41K 0.53% 45
2024
Q2 		$2.01M Buy
7,651
+8
+0.1% +$2.19K 0.54% 40
2024
Q1 		$2.13M Sell
7,643
-148
-2% -$40.9K 0.6% 43
2023
Q4 		$2.03M Sell
7,791
-168
-2% -$41.4K 0.62% 38
2023
Q3 		$1.83M Buy
7,959
+39
+0.5% +$9.37K 0.62% 39
2023
Q2 		$1.88M Buy
7,920
+392
+5% +$89.7K 0.62% 38
2023
Q1 		$1.7M Buy
7,528
+435
+6% +$96.8K 0.61% 39
2022
Q4 		$1.47M Hold
7,093
– – 0.58% 41
2022
Q3 		$1.26M Hold
7,093
– – 0.56% 41
2022
Q2 		$1.4M Buy
7,093
+2
+0% +$413 0.56% 46
2022
Q1 		$1.57M Buy
7,091
+135
+2% +$29.2K 0.53% 43
2021
Q4 		$1.51M Buy
6,956
+117
+2% +$25.1K 0.51% 44
2021
Q3 		$1.52M Sell
6,839
-152
-2% -$35.6K 0.56% 44
2021
Q2 		$1.64M Buy
6,991
+77
+1% +$17.6K 0.59% 46
2021
Q1 		$1.46M Buy
6,914
+170
+3% +$35.8K 0.6% 40
2020
Q4 		$1.48M Sell
6,744
-601
-8% -$123K 0.71% 35
2020
Q3 		$1.47M Buy
7,345
+203
+3% +$40.5K 0.83% 33
2020
Q2 		$1.35M Buy
7,142
+789
+12% +$144K 0.88% 31
2020
Q1 		$1.02M Buy
6,353
+422
+7% +$79.5K 0.87% 30
2019
Q4 		$1.11M Buy
5,931
+86
+1% +$15.5K 0.76% 36
2019
Q3 		$1M Buy
5,845
+174
+3% +$31K 0.8% 36
2019
Q2 		$984K Buy
5,671
+200
+4% +$32.7K 0.81% 36
2019
Q1 		$855K Sell
5,471
-800
-13% -$115K 0.73% 36
2018
Q4 		$827K Buy
+6,271
New +$866K 0.89% 32

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's V Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $42.7K and leaving 7,548 shares worth $2.59M. The position accounts for 0.49% of the portfolio, ranked #40.

Schwarz Dygos Wheeler Investment Advisors first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.77M in Q1 2025. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 7,548 shares of Visa worth $2.59M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 133 Visa shares in Q2 2026, an estimated $42.7K.
  • Visa made up 0.49% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Visa position peaked at $2.77M in Q1 2025.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.