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TrueWealth Advisors’s Visa V Stock Holding History

TrueWealth 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 		$205K Buy
+597
New +$192K 0.05% 234
2026
Q1 		– Sell
-583
Closed -$204K – 249
2025
Q4 		$204K Sell
583
-88
-13% -$30K 0.05% 237
2025
Q3 		$229K Sell
671
-57
-8% -$19.7K 0.06% 209
2025
Q2 		$259K Sell
728
-22
-3% -$7.67K 0.08% 192
2025
Q1 		$263K Sell
750
-49
-6% -$16.6K 0.09% 180
2024
Q4 		$253K Sell
799
-3
-0.4% -$902 0.08% 189
2024
Q3 		$220K Sell
802
-368
-31% -$99.5K 0.07% 210
2024
Q2 		$307K Sell
1,170
-1,365
-54% -$374K 0.11% 153
2024
Q1 		$708K Buy
2,535
+299
+13% +$82.6K 0.27% 69
2023
Q4 		$582K Buy
2,236
+484
+28% +$119K 0.23% 78
2023
Q3 		$403K Buy
+1,752
New +$421K 0.17% 98

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

TrueWealth Advisors's V Position: Q2 2026 in Review

TrueWealth Advisors opened a new position in Visa (V) in Q2 2026: 597 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #234 among its holdings. This is a return to the name: TrueWealth Advisors previously reported a position in V as recently as Q4 2025.

TrueWealth Advisors first reported a position in V in Q3 2023 and has held it in 11 quarters since. The position peaked at $708K in Q1 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • TrueWealth Advisors held 597 shares of Visa worth $205K as of Q2 2026.
  • Visa was a new TrueWealth Advisors position in Q2 2026.
  • Visa made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #234 holding.
  • TrueWealth Advisors first reported a position in Visa in Q3 2023 and has held it in 11 quarters since.
  • TrueWealth Advisors's Visa position peaked at $708K in Q1 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.