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WBH Advisory’s Visa V Stock Holding History

WBH 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
Q1 		$1.87M Sell
6,268
-104
-2% -$33.4K 0.14% 115
2025
Q4 		$2.23M Sell
6,372
-50
-0.8% -$17K 0.17% 102
2025
Q3 		$2.19M Sell
6,422
-25
-0.4% -$8.65K 0.17% 102
2025
Q2 		$2.29M Sell
6,447
-18
-0.3% -$6.27K 0.2% 92
2025
Q1 		$2.27M Sell
6,465
-59
-0.9% -$20K 0.21% 85
2024
Q4 		$2.06M Sell
6,524
-299
-4% -$89.9K 0.19% 91
2024
Q3 		$1.88M Sell
6,823
-202
-3% -$54.6K 0.18% 102
2024
Q2 		$1.84M Sell
7,025
-55
-0.8% -$15.1K 0.19% 92
2024
Q1 		$1.98M Buy
7,080
+1,731
+32% +$478K 0.2% 93
2023
Q4 		$1.39M Sell
5,349
-56
-1% -$13.8K 0.15% 118
2023
Q3 		$1.24M Sell
5,405
-163
-3% -$39.2K 0.15% 120
2023
Q2 		$1.32M Sell
5,568
-424
-7% -$97K 0.16% 123
2023
Q1 		$1.35M Buy
+5,992
New +$1.33M 0.17% 118
2022
Q3 		$1.28M Sell
7,220
-1,598
-18% -$325K 0.19% 118
2022
Q2 		$1.81M Sell
8,818
-916
-9% -$189K 0.24% 92
2022
Q1 		$2.15M Sell
9,734
-2,131
-18% -$461K 0.26% 82
2021
Q4 		$2.57M Sell
11,865
-1,193
-9% -$256K 0.29% 76
2021
Q3 		$2.91M Sell
13,058
-395
-3% -$92.6K 0.39% 57
2021
Q2 		$3.37M Sell
13,453
-1,981
-13% -$453K 0.49% 48
2021
Q1 		$3.27M Buy
15,434
+6,231
+68% +$1.31M 0.53% 46
2020
Q4 		$1.9M Hold
9,203
– – 0.33% 69
2020
Q3 		$1.84M Sell
9,203
-119
-1% -$23.8K 0.37% 62
2020
Q2 		$1.8M Buy
9,322
+222
+2% +$40.6K 0.44% 57
2020
Q1 		$1.47K Sell
9,100
-272
-3% -$51.2K 0.34% 59
2019
Q4 		$1.76M Hold
9,372
– – 0.36% 61
2019
Q3 		$1.61M Sell
9,372
-800
-8% -$142K 0.36% 68
2019
Q2 		$1.76M Sell
10,172
-2,463
-19% -$403K 0.41% 58
2019
Q1 		$1.97M Buy
12,635
+31
+0.2% +$4.47K 0.47% 51
2018
Q4 		$1.66K Sell
12,604
-459
-4% -$63.4K 0.4% 58
2018
Q3 		$1.96M Buy
13,063
+157
+1% +$22.3K 0.48% 49
2018
Q2 		$1.71M Buy
12,906
+56
+0.4% +$7.21K 0.44% 53
2018
Q1 		$1.54M Sell
12,850
-100
-0.8% -$12.1K 0.42% 57
2017
Q4 		$1.48M Sell
12,950
-599
-4% -$66.2K 0.39% 63
2017
Q3 		$1.43M Sell
13,549
-400
-3% -$40.6K 0.4% 62
2017
Q2 		$1.31M Sell
13,949
-100
-0.7% -$9.28K 0.37% 65
2017
Q1 		$1.25M Buy
14,049
+50
+0.4% +$4.3K 0.37% 64
2016
Q4 		$1.09M Sell
13,999
-449
-3% -$36.1K 0.36% 64
2016
Q3 		$1.19M Sell
14,448
-2,150
-13% -$172K 0.41% 59
2016
Q2 		$1.23M Sell
16,598
-211
-1% -$16.5K 0.48% 53
2016
Q1 		$1.28M Buy
16,809
+1
+0% +$73 0.43% 50
2015
Q4 		$1.3K Sell
16,808
-200
-1% -$15.5K 0.46% 49
2015
Q3 		$1.18M Buy
17,008
+475
+3% +$33.9K 0.49% 49
2015
Q2 		$1.11M Sell
16,533
-813
-5% -$55.1K 0.44% 62
2015
Q1 		$1.13K Buy
17,346
+1,614
+10% +$107K 0.32% 61
2014
Q4 		$1.03M Sell
15,732
-100
-0.6% -$6.02K 0.39% 63
2014
Q3 		$844K Buy
15,832
+600
+4% +$32.2K 0.3% 76
2014
Q2 		$802K Sell
15,232
-296
-2% -$15.5K 0.3% 83
2014
Q1 		$838K Buy
15,528
+260
+2% +$14.4K 0.33% 77
2013
Q4 		$850K Hold
15,268
– – 0.34% 80
2013
Q3 		$729K Sell
15,268
-400
-3% -$18.5K 0.33% 83
2013
Q2 		$715K Buy
+15,668
New +$686K 0.33% 85

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WBH Advisory's V Position: Q1 2026 in Review

WBH Advisory reduced its Visa (V) stake by 1.6% in Q1 2026, selling an estimated $33.4K and leaving 6,268 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #115.

WBH Advisory first reported a position in V in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.37M in Q2 2021. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WBH Advisory held 6,268 shares of Visa worth $1.87M as of Q1 2026.
  • WBH Advisory sold 104 Visa shares in Q1 2026, an estimated $33.4K.
  • Visa made up 0.14% of WBH Advisory's portfolio in Q1 2026, its #115 holding.
  • WBH Advisory first reported a position in Visa in Q2 2013 and has held it in 51 quarters since.
  • WBH Advisory's Visa position peaked at $3.37M in Q2 2021.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.