WWA
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WCG Wealth Advisors’s Visa V Stock Holding History

WCG 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
Q1 		$30.2M Sell
100,071
-3,403
-3% -$1.09M 0.85% 29
2025
Q4 		$36.3M Buy
103,474
+14,332
+16% +$4.88M 1.02% 21
2025
Q3 		$30.4M Buy
89,142
+55,749
+167% +$19.3M 1.91% 8
2025
Q2 		$11.9M Buy
33,393
+672
+2% +$234K 0.77% 37
2025
Q1 		$11.5M Sell
32,721
-3,228
-9% -$1.09M 0.87% 30
2024
Q4 		$11.4M Buy
35,949
+986
+3% +$296K 0.75% 38
2024
Q3 		$9.61M Buy
34,963
+387
+1% +$105K 0.65% 44
2024
Q2 		$9.07M Buy
34,576
+4,363
+14% +$1.2M 0.67% 45
2024
Q1 		$8.43M Sell
30,213
-23,955
-44% -$6.61M 0.7% 41
2023
Q4 		$14.1M Sell
54,168
-1,134
-2% -$280K 1.04% 26
2023
Q3 		$12.8M Buy
55,302
+25,741
+87% +$6.19M 0.94% 30
2023
Q2 		$7.02M Buy
29,561
+1,451
+5% +$332K 0.82% 37
2023
Q1 		$6.34M Buy
28,110
+1,312
+5% +$292K 0.81% 37
2022
Q4 		$5.57M Buy
26,798
+3,436
+15% +$693K 0.76% 37
2022
Q3 		$4.56M Sell
23,362
-1,481
-6% -$301K 0.6% 41
2022
Q2 		$4.89M Buy
+24,843
New +$5.13M 0.68% 38

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

WCG Wealth Advisors's V Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Visa (V) stake by 3.3% in Q1 2026, selling an estimated $1.09M and leaving 100,071 shares worth $30.2M. The position accounts for 0.85% of the portfolio, ranked #29.

WCG Wealth Advisors first reported a position in V in Q2 2022 and has held it in 16 quarters since. The position peaked at $36.3M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WCG Wealth Advisors held 100,071 shares of Visa worth $30.2M as of Q1 2026.
  • WCG Wealth Advisors sold 3,403 Visa shares in Q1 2026, an estimated $1.09M.
  • Visa made up 0.85% of WCG Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • WCG Wealth Advisors first reported a position in Visa in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Visa position peaked at $36.3M in Q4 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.