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Twin Peaks Wealth Advisors’s Visa V Stock Holding History

Twin Peaks 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 		$716K Buy
2,087
+316
+18% +$101K 0.16% 99
2026
Q1 		$535K Sell
1,771
-75
-4% -$24.1K 0.13% 106
2025
Q4 		$601K Buy
1,846
+220
+14% +$75K 0.18% 91
2025
Q3 		$555K Buy
1,626
+76
+5% +$26.3K 0.19% 94
2025
Q2 		$522K Sell
1,550
-49
-3% -$17.1K 0.17% 90
2025
Q1 		$537K Buy
1,599
+31
+2% +$10.5K 0.24% 77
2024
Q4 		$496K Buy
1,568
+121
+8% +$36.4K 0.21% 81
2024
Q3 		$398K Sell
1,447
-73
-5% -$19.7K 0.18% 84
2024
Q2 		$399K Buy
1,520
+147
+11% +$40.3K 0.2% 84
2024
Q1 		$383K Buy
1,373
+34
+3% +$9.39K 0.21% 81
2023
Q4 		$349K Buy
+1,339
New +$330K 0.22% 89

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

Twin Peaks Wealth Advisors's V Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $101K and bringing the position to 2,087 shares worth $716K. The position accounts for 0.16% of the portfolio, ranked #99.

Twin Peaks Wealth Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Twin Peaks Wealth Advisors held 2,087 shares of Visa worth $716K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 316 Visa shares in Q2 2026, an estimated $101K.
  • Visa made up 0.16% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Twin Peaks Wealth Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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