SWAG
V icon

Spectrum Wealth Advisory Group’s Visa V Stock Holding History

Spectrum Wealth Advisory 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
Q2 		$68.3K Buy
+199
New +$63.9K 0.02% 121
2025
Q4 		– Sell
-586
Closed -$200K – 67
2025
Q3 		$200K Sell
586
-2
-0.3% -$692 0.08% 64
2025
Q2 		$209K Buy
588
+2
+0.3% +$697 0.1% 61
2025
Q1 		$205K Buy
+586
New +$198K 0.1% 56

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

Spectrum Wealth Advisory Group's V Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Visa (V) in Q2 2026: 199 shares worth $68.3K. The stake represents 0.02% of the portfolio and ranks #121 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in V as recently as Q3 2025.

Spectrum Wealth Advisory Group first reported a position in V in Q1 2025 and has held it in 4 quarters since. The position peaked at $209K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Spectrum Wealth Advisory Group held 199 shares of Visa worth $68.3K as of Q2 2026.
  • Visa was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Visa made up 0.02% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #121 holding.
  • Spectrum Wealth Advisory Group first reported a position in Visa in Q1 2025 and has held it in 4 quarters since.
  • Spectrum Wealth Advisory Group's Visa position peaked at $209K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.