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Tulsa Wealth Advisors’s Visa V Stock Holding History

Tulsa 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 		$3.58M Sell
10,439
-38
-0.4% -$12.2K 0.5% 40
2026
Q1 		$3.17M Sell
10,477
-5,426
-34% -$1.74M 0.56% 36
2025
Q4 		$5.58M Buy
+15,903
New +$5.42M 1.85% 17

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

Tulsa Wealth Advisors's V Position: Q2 2026 in Review

Tulsa Wealth Advisors reduced its Visa (V) stake by 0.36% in Q2 2026, selling an estimated $12.2K and leaving 10,439 shares worth $3.58M. The position accounts for 0.5% of the portfolio, ranked #40.

Tulsa Wealth Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.58M in Q4 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Tulsa Wealth Advisors held 10,439 shares of Visa worth $3.58M as of Q2 2026.
  • Tulsa Wealth Advisors sold 38 Visa shares in Q2 2026, an estimated $12.2K.
  • Visa made up 0.5% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Tulsa Wealth Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Visa position peaked at $5.58M in Q4 2025.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.