USAdvisors Wealth Management’s Visa V Stock Holding History

USAdvisors Wealth Management’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	$358K	Buy	1,045 +5	+0.5%	+$1.6K	0.1%	110
2026 Q1	$311K	Buy	1,040 +449	+76%	+$144K	0.1%	98
2025 Q4	$207K	Buy	+591	New	+$201K	0.07%	132
2024 Q3	–	Sell	-903	Closed	-$237K	–	137
2024 Q2	$237K	Buy	903 +8	+0.9%	+$2.19K	0.08%	108
2024 Q1	$350K	Buy	895 +121	+16%	+$33.4K	0.13%	103
2023 Q4	$201K	Buy	+774	New	+$191K	0.08%	123
2018 Q1	–	Sell	-3,172	Closed	-$362K	–	71
2017 Q4	$362K	Buy	+3,172	New	+$350K	0.31%	32

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

USAdvisors Wealth Management's V Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Visa (V) stake by 0.48% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,045 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #110.

USAdvisors Wealth Management first reported a position in V in Q4 2017 and has held it in 7 quarters since. The position peaked at $362K in Q4 2017. 2,087 funds tracked by Wall St. Rank hold V as of Q2 2026.

USAdvisors Wealth Management held 1,045 shares of Visa worth $358K as of Q2 2026.
USAdvisors Wealth Management bought 5 Visa shares in Q2 2026, an estimated $1.6K.
Visa made up 0.1% of USAdvisors Wealth Management's portfolio in Q2 2026, its #110 holding.
USAdvisors Wealth Management first reported a position in Visa in Q4 2017 and has held it in 7 quarters since.
USAdvisors Wealth Management's Visa position peaked at $362K in Q4 2017.
2,087 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.