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Strategies Wealth Advisors’s Visa V Stock Holding History

Strategies 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 		$396K Sell
1,155
-48
-4% -$15.4K 0.04% 137
2026
Q1 		$363K Sell
1,203
-2
-0.2% -$643 0.04% 123
2025
Q4 		$423K Buy
1,205
+32
+3% +$10.9K 0.04% 114
2025
Q3 		$400K Sell
1,173
-90
-7% -$31.1K 0.04% 123
2025
Q2 		$448K Sell
1,263
-27
-2% -$9.41K 0.05% 112
2025
Q1 		$452K Buy
+1,290
New +$437K 0.06% 103

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

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

Strategies Wealth Advisors reduced its Visa (V) stake by 4% in Q2 2026, selling an estimated $15.4K and leaving 1,155 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #137.

Strategies Wealth Advisors first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $452K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Strategies Wealth Advisors held 1,155 shares of Visa worth $396K as of Q2 2026.
  • Strategies Wealth Advisors sold 48 Visa shares in Q2 2026, an estimated $15.4K.
  • Visa made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Strategies Wealth Advisors first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Visa position peaked at $452K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.