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Strata Wealth Advisors’s Visa V Stock Holding History

Strata 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 		$215K Buy
+625
New +$201K 0.05% 95
2023
Q1 		$860K Sell
3,816
-347
-8% -$77.2K 0.44% 21
2022
Q4 		$865K Buy
+4,163
New +$840K 0.48% 20

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

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

Strata Wealth Advisors opened a new position in Visa (V) in Q2 2026: 625 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #95 among its holdings. This is a return to the name: Strata Wealth Advisors previously reported a position in V as recently as Q1 2023.

Strata Wealth Advisors first reported a position in V in Q4 2022 and has held it in 3 quarters since. The position peaked at $865K in Q4 2022. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Strata Wealth Advisors held 625 shares of Visa worth $215K as of Q2 2026.
  • Visa was a new Strata Wealth Advisors position in Q2 2026.
  • Visa made up 0.05% of Strata Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Strata Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 3 quarters since.
  • Strata Wealth Advisors's Visa position peaked at $865K in Q4 2022.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.