TRUE Private Wealth Advisors’s Visa V Stock Holding History

TRUE Private 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	$1.44M	Sell	4,209 -4	-0.1%	-$1.28K	0.12%	112
2026 Q1	$1.27M	Sell	4,213 -58	-1%	-$18.6K	0.12%	103
2025 Q4	$1.5M	Buy	4,271 +29	+0.7%	+$9.88K	0.15%	95
2025 Q3	$1.45M	Buy	4,242 +94	+2%	+$32.5K	0.15%	94
2025 Q2	$1.47M	Buy	4,148 +138	+3%	+$48.1K	0.17%	89
2025 Q1	$1.41M	Sell	4,010 -1	-0%	-$338	0.17%	80
2024 Q4	$1.27M	Sell	4,011 -61	-1%	-$18.3K	0.15%	85
2024 Q3	$1.12M	Sell	4,072 -855	-17%	-$231K	0.13%	89
2024 Q2	$1.29M	Buy	4,927 +30	+0.6%	+$8.22K	0.15%	86
2024 Q1	$1.37M	Sell	4,897 -1,464	-23%	-$404K	0.16%	80
2023 Q4	$1.66M	Sell	6,361 -179	-3%	-$44.1K	0.21%	68
2023 Q3	$1.5M	Buy	6,540 +374	+6%	+$89.9K	0.21%	72
2023 Q2	$1.46M	Sell	6,166 -19	-0.3%	-$4.35K	0.22%	66
2023 Q1	$1.39M	Buy	6,185 +14	+0.2%	+$3.12K	0.21%	63
2022 Q4	$1.28M	Buy	6,171 +42	+0.7%	+$8.47K	0.2%	60
2022 Q3	$1.09M	Sell	6,129 -160	-3%	-$32.6K	0.16%	63
2022 Q2	$1.24M	Sell	6,289 -39	-0.6%	-$8.06K	0.18%	65
2022 Q1	$1.36M	Buy	6,328 +360	+6%	+$77.9K	0.19%	66
2021 Q4	$1.29M	Sell	5,968 -1,556	-21%	-$334K	0.18%	78
2021 Q3	$1.68M	Sell	7,524 -401	-5%	-$94K	0.24%	67
2021 Q2	$1.85M	Sell	7,925 -60	-0.8%	-$13.7K	0.28%	61
2021 Q1	$1.69M	Buy	7,985 +931	+13%	+$196K	0.27%	60
2020 Q4	$1.54M	Buy	7,054 +850	+14%	+$174K	0.26%	62
2020 Q3	$1.24M	Buy	6,204 +349	+6%	+$69.7K	0.21%	73
2020 Q2	$1.13M	Buy	5,855 +622	+12%	+$114K	0.21%	74
2020 Q1	$843K	Sell	5,233 -1,306	-20%	-$246K	0.18%	71
2019 Q4	$1.23M	Buy	6,539 +1,158	+22%	+$209K	0.19%	73
2019 Q3	$925K	Sell	5,381 -77	-1%	-$13.7K	0.16%	83
2019 Q2	$947K	Sell	5,458 -257	-4%	-$42.1K	0.16%	80
2019 Q1	$892K	Sell	5,715 -6,480	-53%	-$934K	0.17%	85
2018 Q4	$1.61M	Buy	12,195 +158	+1%	+$21.8K	0.28%	67
2018 Q3	$1.81M	Buy	12,037 +87	+0.7%	+$12.4K	0.25%	72
2018 Q2	$1.58M	Buy	11,950 +4,608	+63%	+$593K	0.25%	73
2018 Q1	$878K	Buy	7,342 +336	+5%	+$40.7K	0.15%	92
2017 Q4	$798K	Buy	+7,006	New	+$774K	0.14%	94

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TRUE Private Wealth Advisors's V Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Visa (V) stake by 0.09% in Q2 2026, selling an estimated $1.28K and leaving 4,209 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #112.

TRUE Private Wealth Advisors first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.85M in Q2 2021. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

TRUE Private Wealth Advisors held 4,209 shares of Visa worth $1.44M as of Q2 2026.
TRUE Private Wealth Advisors sold 4 Visa shares in Q2 2026, an estimated $1.28K.
Visa made up 0.12% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #112 holding.
TRUE Private Wealth Advisors first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
TRUE Private Wealth Advisors's Visa position peaked at $1.85M in Q2 2021.
1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.