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Spartan Wealth Advisory Services LLC’s Visa V Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$11.3M Sell
32,969
-2,105
-6% -$676K 0.93% 24
2026
Q1 		$10.6M Buy
+35,074
New +$11.3M 0.93% 23

Other funds holding V

BlackRock
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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

Spartan Wealth Advisory Services LLC's V Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Visa (V) stake by 6% in Q2 2026, selling an estimated $676K and leaving 32,969 shares worth $11.3M. The position accounts for 0.93% of the portfolio, ranked #24.

Spartan Wealth Advisory Services LLC first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 32,969 shares of Visa worth $11.3M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 2,105 Visa shares in Q2 2026, an estimated $676K.
  • Visa made up 0.93% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #24 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.