VWA
V icon

VSM Wealth Advisory’s Visa V Stock Holding History

VSM Wealth Advisory’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 		$73.4K Hold
214
– – 0.02% 188
2026
Q1 		$64.7K Hold
214
– – 0.02% 190
2025
Q4 		$75.1K Hold
214
– – 0.02% 166
2025
Q3 		$73.1K Sell
214
-22
-9% -$7.61K 0.02% 165
2025
Q2 		$83.8K Buy
236
+37
+19% +$12.9K 0.03% 156
2025
Q1 		$69.7K Hold
199
– – 0.03% 163
2024
Q4 		$62.9K Buy
+199
New +$59.8K 0.02% 174

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

VSM Wealth Advisory's V Position: Q2 2026 in Review

VSM Wealth Advisory held its Visa (V) position steady in Q2 2026 at 214 shares worth $73.4K. The position accounts for 0.02% of the portfolio, ranked #188.

VSM Wealth Advisory first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.8K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • VSM Wealth Advisory held 214 shares of Visa worth $73.4K as of Q2 2026.
  • VSM Wealth Advisory left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #188 holding.
  • VSM Wealth Advisory first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Visa position peaked at $83.8K in Q2 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.