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Serenus Wealth Advisors’s Visa V Stock Holding History

Serenus 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 		$203K Buy
+593
New +$190K 0.04% 73
2026
Q1 		– Sell
-594
Closed -$208K – 76
2025
Q4 		$208K Buy
+594
New +$202K 0.04% 67

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

Serenus Wealth Advisors's V Position: Q2 2026 in Review

Serenus Wealth Advisors opened a new position in Visa (V) in Q2 2026: 593 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #73 among its holdings. This is a return to the name: Serenus Wealth Advisors previously reported a position in V as recently as Q4 2025.

Serenus Wealth Advisors first reported a position in V in Q4 2025 and has held it in 2 quarters since. The position peaked at $208K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Serenus Wealth Advisors held 593 shares of Visa worth $203K as of Q2 2026.
  • Visa was a new Serenus Wealth Advisors position in Q2 2026.
  • Visa made up 0.04% of Serenus Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Serenus Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
  • Serenus Wealth Advisors's Visa position peaked at $208K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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