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U.S. Capital Wealth Advisors’s Visa V Stock Holding History

U.S. Capital 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
Q1 		$20.1M Buy
66,519
+14,838
+29% +$4.77M 0.51% 36
2025
Q4 		$18.1M Sell
51,681
-832
-2% -$283K 0.47% 43
2025
Q3 		$17.9M Sell
52,513
-856
-2% -$296K 0.48% 42
2025
Q2 		$18.9M Buy
53,369
+647
+1% +$226K 0.55% 37
2025
Q1 		$18.5M Sell
52,722
-3,550
-6% -$1.2M 0.57% 36
2024
Q4 		$17.8M Buy
56,272
+2,518
+5% +$757K 0.55% 34
2024
Q3 		$14.8M Sell
53,754
-2,179
-4% -$589K 0.52% 45
2024
Q2 		$14.7M Sell
55,933
-609
-1% -$167K 0.56% 39
2024
Q1 		$15.8M Sell
56,542
-4,493
-7% -$1.24M 0.61% 32
2023
Q4 		$15.9M Sell
61,035
-3,375
-5% -$832K 0.63% 28
2023
Q3 		$14.8M Buy
64,410
+1,415
+2% +$340K 0.67% 27
2023
Q2 		$15M Buy
62,995
+2,370
+4% +$542K 0.71% 28
2023
Q1 		$13.7M Buy
60,625
+10,026
+20% +$2.23M 0.63% 27
2022
Q4 		$10.5M Sell
50,599
-392
-0.8% -$79.1K 0.49% 32
2022
Q3 		$9.06M Sell
50,991
-192
-0.4% -$39.1K 0.46% 36
2022
Q2 		$10.1M Sell
51,183
-3,932
-7% -$813K 0.44% 41
2022
Q1 		$12.2M Sell
55,115
-1,367
-2% -$296K 0.45% 41
2021
Q4 		$12.2M Buy
56,482
+81
+0.1% +$17.4K 0.48% 45
2021
Q3 		$12.6M Buy
+56,401
New +$13.2M 0.54% 39

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

U.S. Capital Wealth Advisors's V Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Visa (V) stake by 29% in Q1 2026, buying an estimated $4.77M and bringing the position to 66,519 shares worth $20.1M. The position accounts for 0.51% of the portfolio, ranked #36.

U.S. Capital Wealth Advisors first reported a position in V in Q3 2021 and has held it in 19 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • U.S. Capital Wealth Advisors held 66,519 shares of Visa worth $20.1M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 14,838 Visa shares in Q1 2026, an estimated $4.77M.
  • Visa made up 0.51% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • U.S. Capital Wealth Advisors first reported a position in Visa in Q3 2021 and has held it in 19 quarters since.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.