Stratos Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.2M | Buy |
38,519
+1,101
| +3% | +$353K | 0.73% | 30 |
|
|
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
Stratos Wealth Advisors's V Position: Q2 2026 in Review
Stratos Wealth Advisors increased its Visa (V) stake by 2.9% in Q2 2026, buying an estimated $353K and bringing the position to 38,519 shares worth $13.2M. The position accounts for 0.73% of the portfolio, ranked #30.
Stratos Wealth Advisors first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.3M in Q1 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Stratos Wealth Advisors held 38,519 shares of Visa worth $13.2M as of Q2 2026.
- Stratos Wealth Advisors bought 1,101 Visa shares in Q2 2026, an estimated $353K.
- Visa made up 0.73% of Stratos Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- Stratos Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
- Stratos Wealth Advisors's Visa position peaked at $13.3M in Q1 2025.
- 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.