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TruWealth Advisors’s Visa V Stock Holding History

TruWealth 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 		$23M Buy
75,937
+3,792
+5% +$1.22M 1.1% 34
2025
Q4 		$25.3M Buy
72,145
+2,484
+4% +$846K 1.24% 27
2025
Q3 		$23.8M Buy
69,661
+2,787
+4% +$965K 1.2% 26
2025
Q2 		$23.7M Buy
66,874
+10,163
+18% +$3.54M 1.31% 25
2025
Q1 		$19.9M Buy
56,711
+1,164
+2% +$394K 1.2% 28
2024
Q4 		$17.6M Buy
55,547
+909
+2% +$273K 1.06% 31
2024
Q3 		$15M Buy
54,638
+1,307
+2% +$353K 0.92% 34
2024
Q2 		$14M Buy
53,331
+2,006
+4% +$550K 0.93% 32
2024
Q1 		$14.3M Buy
51,325
+2,111
+4% +$583K 1% 31
2023
Q4 		$12.8M Buy
49,214
+979
+2% +$241K 0.98% 35
2023
Q3 		$11.1M Sell
48,235
-28,309
-37% -$6.8M 0.95% 33
2023
Q2 		$18.2M Buy
76,544
+1,045
+1% +$239K 1.56% 21
2023
Q1 		$17M Buy
75,499
+15,192
+25% +$3.38M 1.56% 20
2022
Q4 		$12.5M Buy
60,307
+877
+1% +$177K 1.22% 22
2022
Q3 		$10.6M Buy
59,430
+2,139
+4% +$435K 1.12% 24
2022
Q2 		$11.3M Buy
57,291
+4,115
+8% +$850K 1.21% 24
2022
Q1 		$11.8M Sell
53,176
-1,261
-2% -$273K 1.23% 24
2021
Q4 		$11.8M Buy
54,437
+2,411
+5% +$518K 1.19% 23
2021
Q3 		$11.6M Buy
52,026
+888
+2% +$208K 1.29% 20
2021
Q2 		$12M Buy
51,138
+1,064
+2% +$243K 1.4% 20
2021
Q1 		$10.6M Buy
50,074
+2,084
+4% +$439K 1.44% 18
2020
Q4 		$10.5M Buy
+47,990
New +$9.82M 1.57% 17

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

TruWealth Advisors's V Position: Q1 2026 in Review

TruWealth Advisors increased its Visa (V) stake by 5.3% in Q1 2026, buying an estimated $1.22M and bringing the position to 75,937 shares worth $23M. The position accounts for 1.1% of the portfolio, ranked #34.

TruWealth Advisors first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $25.3M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • TruWealth Advisors held 75,937 shares of Visa worth $23M as of Q1 2026.
  • TruWealth Advisors bought 3,792 Visa shares in Q1 2026, an estimated $1.22M.
  • Visa made up 1.1% of TruWealth Advisors's portfolio in Q1 2026, its #34 holding.
  • TruWealth Advisors first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Visa position peaked at $25.3M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.