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Warren Street Wealth Advisors’s Visa V Stock Holding History

Warren Street 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 		$910K Buy
2,652
+251
+10% +$80.6K 0.2% 47
2026
Q1 		$726K Sell
2,401
-131
-5% -$42.1K 0.18% 47
2025
Q4 		$888K Sell
2,532
-296
-10% -$101K 0.25% 39
2025
Q3 		$965K Buy
2,828
+57
+2% +$19.7K 0.29% 43
2025
Q2 		$984K Buy
2,771
+251
+10% +$87.5K 0.32% 40
2025
Q1 		$883K Buy
2,520
+122
+5% +$41.3K 0.34% 39
2024
Q4 		$758K Buy
2,398
+200
+9% +$60.1K 0.31% 42
2024
Q3 		$604K Sell
2,198
-44
-2% -$11.9K 0.25% 47
2024
Q2 		$588K Buy
2,242
+148
+7% +$40.6K 0.29% 45
2024
Q1 		$584K Buy
2,094
+110
+6% +$30.4K 0.29% 46
2023
Q4 		$517K Buy
1,984
+309
+18% +$76.2K 0.29% 47
2023
Q3 		$385K Buy
1,675
+148
+10% +$35.6K 0.25% 53
2023
Q2 		$363K Buy
1,527
+145
+10% +$33.2K 0.24% 53
2023
Q1 		$312K Buy
1,382
+342
+33% +$76.1K 0.22% 52
2022
Q4 		$216K Buy
+1,040
New +$210K 0.17% 60
2022
Q3 		– Sell
-1,022
Closed -$201K – 57
2022
Q2 		$201K Buy
+1,022
New +$211K 0.19% 53

Other funds holding V

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Warren Street Wealth Advisors's V Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $80.6K and bringing the position to 2,652 shares worth $910K. The position accounts for 0.2% of the portfolio, ranked #47.

Warren Street Wealth Advisors first reported a position in V in Q2 2022 and has held it in 16 quarters since. The position peaked at $984K in Q2 2025. 1,993 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Warren Street Wealth Advisors held 2,652 shares of Visa worth $910K as of Q2 2026.
  • Warren Street Wealth Advisors bought 251 Visa shares in Q2 2026, an estimated $80.6K.
  • Visa made up 0.2% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Warren Street Wealth Advisors first reported a position in Visa in Q2 2022 and has held it in 16 quarters since.
  • Warren Street Wealth Advisors's Visa position peaked at $984K in Q2 2025.
  • 1,993 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.