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Walkner Condon Financial Advisors’s Visa V Stock Holding History

Walkner Condon Financial 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 		$864K Buy
2,519
+445
+21% +$143K 0.1% 137
2026
Q1 		$627K Sell
2,074
-272
-12% -$87.5K 0.08% 152
2025
Q4 		$823K Buy
2,346
+261
+13% +$88.9K 0.11% 126
2025
Q3 		$712K Buy
2,085
+301
+17% +$104K 0.11% 136
2025
Q2 		$633K Buy
1,784
+216
+14% +$75.3K 0.12% 132
2025
Q1 		$549K Buy
1,568
+149
+11% +$50.4K 0.11% 143
2024
Q4 		$448K Buy
1,419
+44
+3% +$13.2K 0.09% 173
2024
Q3 		$378K Buy
1,375
+77
+6% +$20.8K 0.08% 187
2024
Q2 		$341K Sell
1,298
-52
-4% -$14.3K 0.07% 183
2024
Q1 		$377K Buy
1,350
+121
+10% +$33.4K 0.08% 187
2023
Q4 		$320K Buy
1,229
+205
+20% +$50.5K 0.07% 206
2023
Q3 		$236K Buy
1,024
+66
+7% +$15.9K 0.06% 222
2023
Q2 		$227K Sell
958
-25
-3% -$5.72K 0.06% 218
2023
Q1 		$221K Buy
+983
New +$219K 0.06% 214
2022
Q2 		– Sell
-954
Closed -$212K – 229
2022
Q1 		$212K Buy
+954
New +$206K 0.06% 206

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Walkner Condon Financial Advisors's V Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Visa (V) stake by 21% in Q2 2026, buying an estimated $143K and bringing the position to 2,519 shares worth $864K. The position accounts for 0.1% of the portfolio, ranked #137.

Walkner Condon Financial Advisors first reported a position in V in Q1 2022 and has held it in 15 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,519 shares of Visa worth $864K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 445 Visa shares in Q2 2026, an estimated $143K.
  • Visa made up 0.1% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Walkner Condon Financial Advisors first reported a position in Visa in Q1 2022 and has held it in 15 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.