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Stratos Wealth Advisors’s Visa V Stock Holding History

Stratos 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
Q1 		$11.3M Buy
37,418
+117
+0.3% +$37.6K 0.69% 34
2025
Q4 		$13.1M Buy
37,301
+137
+0.4% +$46.7K 0.63% 31
2025
Q3 		$12.7M Buy
37,164
+351
+1% +$121K 0.61% 36
2025
Q2 		$13.1M Sell
36,813
-1,102
-3% -$384K 0.69% 30
2025
Q1 		$13.3M Sell
37,915
-476
-1% -$161K 0.73% 33
2024
Q4 		$12.1M Buy
38,391
+571
+2% +$172K 0.58% 41
2024
Q3 		$10.4M Buy
37,820
+96
+0.3% +$26K 0.48% 50
2024
Q2 		$9.9M Buy
37,724
+5,179
+16% +$1.42M 0.49% 50
2024
Q1 		$9.08M Buy
32,545
+500
+2% +$138K 0.54% 38
2023
Q4 		$8.34M Buy
32,045
+185
+0.6% +$45.6K 0.48% 39
2023
Q3 		$7.33M Buy
31,860
+2,905
+10% +$698K 0.48% 39
2023
Q2 		$6.88M Buy
28,955
+1,835
+7% +$420K 0.49% 41
2023
Q1 		$6.11M Sell
27,120
-232
-0.8% -$51.6K 0.47% 47
2022
Q4 		$5.68M Buy
27,352
+21,197
+344% +$4.27M 0.47% 44
2022
Q3 		$1.09M Sell
6,155
-272
-4% -$55.4K 0.12% 233
2022
Q2 		$1.26M Sell
6,427
-478
-7% -$98.8K 0.11% 224
2022
Q1 		$1.53M Sell
6,905
-1,093
-14% -$236K 0.12% 205
2021
Q4 		$1.73M Buy
7,998
+407
+5% +$87.4K 0.12% 206
2021
Q3 		$1.69M Sell
7,591
-798
-10% -$187K 0.14% 185
2021
Q2 		$1.96M Buy
8,389
+2,278
+37% +$521K 0.17% 155
2021
Q1 		$1.29M Buy
6,111
+266
+5% +$56K 0.14% 184
2020
Q4 		$1.28M Buy
5,845
+1,311
+29% +$268K 0.18% 137
2020
Q3 		$907K Buy
4,534
+722
+19% +$144K 0.22% 114
2020
Q2 		$736K Sell
3,812
-927
-20% -$169K 0.23% 107
2020
Q1 		$764K Buy
4,739
+905
+24% +$170K 0.54% 50
2019
Q4 		$720K Sell
3,834
-2,358
-38% -$425K 0.41% 59
2019
Q3 		$1.06M Sell
6,192
-258
-4% -$46K 0.41% 62
2019
Q2 		$1.12M Buy
6,450
+269
+4% +$44K 0.45% 57
2019
Q1 		$965K Sell
6,181
-211
-3% -$30.4K 0.52% 51
2018
Q4 		$843K Buy
+6,392
New +$883K 0.56% 53

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stratos Wealth Advisors's V Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Visa (V) stake by 0.31% in Q1 2026, buying an estimated $37.6K and bringing the position to 37,418 shares worth $11.3M. The position accounts for 0.69% of the portfolio, ranked #34.

Stratos Wealth Advisors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.3M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Stratos Wealth Advisors held 37,418 shares of Visa worth $11.3M as of Q1 2026.
  • Stratos Wealth Advisors bought 117 Visa shares in Q1 2026, an estimated $37.6K.
  • Visa made up 0.69% of Stratos Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Stratos Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Visa position peaked at $13.3M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.