SWA
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SOA Wealth Advisors’s Visa V Stock Holding History

SOA 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 		$826K Sell
9,287
-15,305
-62% -$4.91M 0.14% 95
2026
Q1 		$989K Buy
24,592
+396
+2% +$127K 0.19% 77
2025
Q4 		$1.01M Buy
24,196
+25
+0.1% +$8.52K 0.17% 84
2025
Q3 		$970K Buy
24,171
+62
+0.3% +$21.5K 0.17% 87
2025
Q2 		$986K Buy
24,109
+169
+0.7% +$58.9K 0.19% 80
2025
Q1 		$973K Buy
23,940
+21,085
+739% +$7.13M 0.2% 75
2024
Q4 		$902K Buy
2,855
+187
+7% +$56.2K 0.17% 79
2024
Q3 		$733K Sell
2,668
-140
-5% -$37.9K 0.14% 88
2024
Q2 		$737K Buy
2,808
+28
+1% +$7.67K 0.15% 86
2024
Q1 		$776K Buy
2,780
+7
+0.3% +$1.93K 0.16% 81
2023
Q4 		$722K Sell
2,773
-127
-4% -$31.3K 0.16% 78
2023
Q3 		$667K Buy
2,900
+14
+0.5% +$3.37K 0.17% 72
2023
Q2 		$685K Sell
2,886
-15
-0.5% -$3.43K 0.16% 72
2023
Q1 		$654K Buy
2,901
+3
+0.1% +$668 0.16% 72
2022
Q4 		$602K Buy
2,898
+45
+2% +$9.07K 0.16% 76
2022
Q3 		$506K Buy
2,853
+150
+6% +$30.5K 0.15% 76
2022
Q2 		$532K Sell
2,703
-267
-9% -$55.2K 0.16% 78
2022
Q1 		$658K Sell
2,970
-187
-6% -$40.4K 0.16% 84
2021
Q4 		$688K Buy
3,157
+540
+21% +$116K 0.17% 81
2021
Q3 		$583K Sell
2,617
-4
-0.2% -$938 0.15% 88
2021
Q2 		$613K Buy
2,621
+684
+35% +$156K 0.16% 88
2021
Q1 		$410K Buy
1,937
+121
+7% +$25.5K 0.11% 106
2020
Q4 		$374K Buy
+1,816
New +$372K 0.1% 106

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

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

SOA Wealth Advisors reduced its Visa (V) stake by 62% in Q2 2026, selling an estimated $4.91M and leaving 9,287 shares worth $826K. The position accounts for 0.14% of the portfolio, ranked #95.

SOA Wealth Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SOA Wealth Advisors held 9,287 shares of Visa worth $826K as of Q2 2026.
  • SOA Wealth Advisors sold 15,305 Visa shares in Q2 2026, an estimated $4.91M.
  • Visa made up 0.14% of SOA Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • SOA Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Visa position peaked at $1.01M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.