SVWAG
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Sound View Wealth Advisors Group’s Visa V Stock Holding History

Sound View Wealth Advisors Group’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 		$6.28M Sell
20,790
-810
-4% -$260K 0.43% 62
2025
Q4 		$7.58M Buy
21,600
+189
+0.9% +$64.4K 0.51% 50
2025
Q3 		$7.31M Buy
21,411
+512
+2% +$177K 0.5% 50
2025
Q2 		$7.42M Sell
20,899
-280
-1% -$97.6K 0.55% 49
2025
Q1 		$7.42M Buy
21,179
+140
+0.7% +$47.4K 0.61% 46
2024
Q4 		$6.65M Sell
21,039
-2,425
-10% -$729K 0.54% 48
2024
Q3 		$6.45M Buy
23,464
+2,798
+14% +$756K 0.53% 50
2024
Q2 		$5.42M Buy
20,666
+690
+3% +$189K 0.56% 50
2024
Q1 		$5.57M Sell
19,976
-3,166
-14% -$874K 0.59% 47
2023
Q4 		$6.03M Buy
23,142
+305
+1% +$75.2K 0.66% 40
2023
Q3 		$5.25M Buy
22,837
+2,834
+14% +$681K 0.65% 41
2023
Q2 		$4.75M Buy
20,003
+59
+0.3% +$13.5K 0.62% 43
2023
Q1 		$4.5M Sell
19,944
-3,198
-14% -$712K 0.62% 40
2022
Q4 		$6.03M Buy
23,142
+14,427
+166% +$2.91M 0.66% 40
2022
Q3 		$1.55M Sell
8,715
-312
-3% -$63.5K 0.35% 71
2022
Q2 		$1.78M Buy
9,027
+1,054
+13% +$218K 0.37% 71
2022
Q1 		$1.77M Buy
7,973
+194
+2% +$42K 0.34% 78
2021
Q4 		$1.69M Buy
7,779
+165
+2% +$35.4K 0.32% 81
2021
Q3 		$1.7M Buy
7,614
+166
+2% +$38.9K 0.35% 72
2021
Q2 		$1.74M Sell
7,448
-1,686
-18% -$385K 0.37% 71
2021
Q1 		$1.93M Buy
9,134
+712
+8% +$150K 0.45% 61
2020
Q4 		$1.84M Buy
8,422
+497
+6% +$102K 0.45% 59
2020
Q3 		$1.58M Buy
7,925
+148
+2% +$29.6K 0.42% 61
2020
Q2 		$1.5M Buy
7,777
+922
+13% +$168K 0.42% 66
2020
Q1 		$1.1M Buy
6,855
+137
+2% +$25.8K 0.38% 75
2019
Q4 		$1.26M Buy
6,718
+154
+2% +$27.7K 0.36% 84
2019
Q3 		$1.13M Buy
6,564
+167
+3% +$29.7K 0.34% 87
2019
Q2 		$1.11M Buy
+6,397
New +$1.05M 0.33% 88

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sound View Wealth Advisors Group's V Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Visa (V) stake by 3.8% in Q1 2026, selling an estimated $260K and leaving 20,790 shares worth $6.28M. The position accounts for 0.43% of the portfolio, ranked #62.

Sound View Wealth Advisors Group first reported a position in V in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.58M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sound View Wealth Advisors Group held 20,790 shares of Visa worth $6.28M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 810 Visa shares in Q1 2026, an estimated $260K.
  • Visa made up 0.43% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #62 holding.
  • Sound View Wealth Advisors Group first reported a position in Visa in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Visa position peaked at $7.58M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.