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SPWM Advisors’s Visa V Stock Holding History

SPWM 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 		$1.38M Sell
3,858
-1,040
-21% -$334K 1.28% 15
2026
Q1 		$1.6M Buy
4,898
+903
+23% +$290K 1.39% 17
2025
Q4 		$1.4M Buy
+3,995
New +$1.36M 1.33% 18

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

SPWM Advisors's V Position: Q2 2026 in Review

SPWM Advisors reduced its Visa (V) stake by 21% in Q2 2026, selling an estimated $334K and leaving 3,858 shares worth $1.38M. The position accounts for 1.28% of the portfolio, ranked #15.

SPWM Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.6M in Q1 2026. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SPWM Advisors held 3,858 shares of Visa worth $1.38M as of Q2 2026.
  • SPWM Advisors sold 1,040 Visa shares in Q2 2026, an estimated $334K.
  • Visa made up 1.28% of SPWM Advisors's portfolio in Q2 2026, its #15 holding.
  • SPWM Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • SPWM Advisors's Visa position peaked at $1.6M in Q1 2026.
  • 4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.