USAdvisors Wealth Management
V icon

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
Q3 		$362K Sell
1,009
-36
-3% -$13.2K 0.1% 107
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USAdvisors Wealth Management's V Position: Q3 2026 in Review

USAdvisors Wealth Management reduced its Visa (V) stake by 3.4% in Q3 2026, selling an estimated $13.2K and leaving 1,009 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #107.

USAdvisors Wealth Management first reported a position in V in Q4 2017 and has held it in 8 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • USAdvisors Wealth Management held 1,009 shares of Visa worth $362K as of Q3 2026.
  • USAdvisors Wealth Management sold 36 Visa shares in Q3 2026, an estimated $13.2K.
  • Visa made up 0.1% of USAdvisors Wealth Management's portfolio in Q3 2026, its #107 holding.
  • USAdvisors Wealth Management first reported a position in Visa in Q4 2017 and has held it in 8 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.