Talisman Wealth Advisors’s Visa V Stock Holding History

Talisman 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	$505K	Sell	1,672 -99	-6%	-$31.8K	0.41%	55
2025 Q4	$621K	Sell	1,771 -1	-0.1%	-$341	0.48%	50
2025 Q3	$605K	Sell	1,772 -5	-0.3%	-$1.73K	0.5%	48
2025 Q2	$631K	Sell	1,777 -4	-0.2%	-$1.39K	0.58%	45
2025 Q1	$624K	Sell	1,781 -9	-0.5%	-$3.04K	0.64%	44
2024 Q4	$566K	Sell	1,790 -35	-2%	-$10.5K	0.6%	47
2024 Q3	$502K	Sell	1,825 -3	-0.2%	-$811	0.53%	50
2024 Q2	$480K	Buy	1,828 +155	+9%	+$42.5K	0.55%	48
2024 Q1	$467K	Buy	1,673 +18	+1%	+$4.97K	0.59%	47
2023 Q4	$431K	Buy	1,655 +50	+3%	+$12.3K	0.64%	45
2023 Q3	$369K	Buy	1,605 +9	+0.6%	+$2.16K	0.64%	48
2023 Q2	$379K	Buy	1,596 +1	+0.1%	+$229	0.65%	49
2023 Q1	$360K	Buy	1,595 +580	+57%	+$129K	0.65%	52
2022 Q4	$211K	Buy	+1,015	New	+$205K	0.45%	70

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Talisman Wealth Advisors reduced its Visa (V) stake by 5.6% in Q1 2026, selling an estimated $31.8K and leaving 1,672 shares worth $505K. The position accounts for 0.41% of the portfolio, ranked #55.

Talisman Wealth Advisors first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $631K in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Talisman Wealth Advisors held 1,672 shares of Visa worth $505K as of Q1 2026.
Talisman Wealth Advisors sold 99 Visa shares in Q1 2026, an estimated $31.8K.
Visa made up 0.41% of Talisman Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Talisman Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's Visa position peaked at $631K in Q2 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.