USWIA
V icon

UP Strategic Wealth Investment Advisors’s Visa V Stock Holding History

UP Strategic Wealth Investment 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 		$721K Sell
2,244
-481
-18% -$155K 0.45% 33
2025
Q4 		$904K Buy
2,725
+75
+3% +$25.6K 0.66% 27
2025
Q3 		$916K Sell
2,650
-165
-6% -$57.1K 0.69% 26
2025
Q2 		$999K Sell
2,815
-98
-3% -$34.2K 0.78% 23
2025
Q1 		$1.02M Buy
2,913
+353
+14% +$119K 0.91% 19
2024
Q4 		$809K Buy
2,560
+445
+21% +$134K 0.81% 25
2024
Q3 		$582K Buy
2,115
+325
+18% +$87.9K 0.65% 28
2024
Q2 		$470K Buy
1,790
+89
+5% +$24.4K 0.71% 32
2024
Q1 		$475K Sell
1,701
-23
-1% -$6.35K 0.78% 31
2023
Q4 		$449K Buy
+1,724
New +$425K 0.82% 29

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

UP Strategic Wealth Investment Advisors's V Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Visa (V) stake by 18% in Q1 2026, selling an estimated $155K and leaving 2,244 shares worth $721K. The position accounts for 0.45% of the portfolio, ranked #33.

UP Strategic Wealth Investment Advisors first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 2,244 shares of Visa worth $721K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors sold 481 Visa shares in Q1 2026, an estimated $155K.
  • Visa made up 0.45% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's Visa position peaked at $1.02M in Q1 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.