VWA
V icon

Visionary Wealth Advisors’s Visa V Stock Holding History

Visionary 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 		$3.81M Buy
11,093
+133
+1% +$42.7K 0.15% 147
2026
Q1 		$3.31M Buy
10,960
+888
+9% +$286K 0.15% 152
2025
Q4 		$3.53M Buy
10,072
+383
+4% +$130K 0.16% 146
2025
Q3 		$3.31M Buy
9,689
+668
+7% +$231K 0.15% 141
2025
Q2 		$3.2M Buy
9,021
+3,972
+79% +$1.38M 0.16% 141
2025
Q1 		$1.77M Buy
5,049
+57
+1% +$19.3K 0.11% 189
2024
Q4 		$1.58M Buy
4,992
+252
+5% +$75.8K 0.09% 198
2024
Q3 		$1.3M Sell
4,740
-283
-6% -$76.5K 0.08% 221
2024
Q2 		$1.32M Buy
5,023
+300
+6% +$82.2K 0.09% 219
2024
Q1 		$1.32M Buy
4,723
+38
+0.8% +$10.5K 0.09% 212
2023
Q4 		$1.22M Buy
4,685
+177
+4% +$43.6K 0.09% 204
2023
Q3 		$1.04M Sell
4,508
-257
-5% -$61.8K 0.08% 203
2023
Q2 		$1.13M Buy
4,765
+46
+1% +$10.5K 0.09% 194
2023
Q1 		$1.06M Buy
4,719
+493
+12% +$110K 0.09% 187
2022
Q4 		$878K Buy
4,226
+744
+21% +$150K 0.08% 193
2022
Q3 		$619K Sell
3,482
-1,183
-25% -$241K 0.06% 200
2022
Q2 		$919K Sell
4,665
-4
-0.1% -$827 0.08% 181
2022
Q1 		$1.03M Sell
4,669
-139
-3% -$30.1K 0.08% 180
2021
Q4 		$1.04M Buy
4,808
+956
+25% +$205K 0.09% 161
2021
Q3 		$858K Buy
3,852
+97
+3% +$22.7K 0.09% 146
2021
Q2 		$878K Buy
3,755
+188
+5% +$43K 0.09% 153
2021
Q1 		$755K Buy
3,567
+559
+19% +$118K 0.08% 164
2020
Q4 		$658K Buy
3,008
+469
+18% +$96K 0.07% 167
2020
Q3 		$508K Buy
2,539
+237
+10% +$47.3K 0.07% 156
2020
Q2 		$445K Buy
2,302
+400
+21% +$73.1K 0.07% 152
2020
Q1 		$306K Buy
1,902
+350
+23% +$65.9K 0.06% 149
2019
Q4 		$292K Buy
+1,552
New +$280K 0.05% 166

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

Visionary Wealth Advisors's V Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Visa (V) stake by 1.2% in Q2 2026, buying an estimated $42.7K and bringing the position to 11,093 shares worth $3.81M. The position accounts for 0.15% of the portfolio, ranked #147.

Visionary Wealth Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,575 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Visionary Wealth Advisors held 11,093 shares of Visa worth $3.81M as of Q2 2026.
  • Visionary Wealth Advisors bought 133 Visa shares in Q2 2026, an estimated $42.7K.
  • Visa made up 0.15% of Visionary Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Visionary Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,575 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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