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ShankerValleau Wealth Advisors’s Visa V Stock Holding History

ShankerValleau 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
Q1 		– Sell
-576
Closed -$202K – 41
2025
Q4 		$202K Buy
+576
New +$196K 0.05% 40
2025
Q3 		– Sell
-576
Closed -$205K – 44
2025
Q2 		$205K Hold
576
– – 0.06% 39
2025
Q1 		$202K Buy
+576
New +$195K 0.07% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

ShankerValleau Wealth Advisors's V Position: Q1 2026 in Review

ShankerValleau Wealth Advisors sold out of Visa (V) in Q1 2026, closing a stake of 576 shares — an estimated $202K sold.

ShankerValleau Wealth Advisors first reported a position in V in Q1 2025 and held it in 3 quarters. The position peaked at $205K in Q2 2025. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • ShankerValleau Wealth Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • ShankerValleau Wealth Advisors sold 576 Visa shares in Q1 2026, an estimated $202K.
  • ShankerValleau Wealth Advisors first reported a position in Visa in Q1 2025 and held it in 3 quarters.
  • ShankerValleau Wealth Advisors's Visa position peaked at $205K in Q2 2025.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.