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Wealth Advisors Northwest’s Visa V Stock Holding History

Wealth Advisors Northwest’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 		$376K Buy
1,097
+38
+4% +$12.2K 0.13% 49
2026
Q1 		$320K Sell
1,059
-14
-1% -$4.5K 0.13% 48
2025
Q4 		$376K Sell
1,073
-45
-4% -$15.3K 0.17% 44
2025
Q3 		$382K Sell
1,118
-18
-2% -$6.23K 0.18% 43
2025
Q2 		$403K Buy
1,136
+77
+7% +$26.8K 0.21% 41
2025
Q1 		$371K Sell
1,059
-47
-4% -$15.9K 0.24% 40
2024
Q4 		$349K Buy
+1,106
New +$333K 0.24% 41

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

Wealth Advisors Northwest's V Position: Q2 2026 in Review

Wealth Advisors Northwest increased its Visa (V) stake by 3.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,097 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #49.

Wealth Advisors Northwest first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealth Advisors Northwest held 1,097 shares of Visa worth $376K as of Q2 2026.
  • Wealth Advisors Northwest bought 38 Visa shares in Q2 2026, an estimated $12.2K.
  • Visa made up 0.13% of Wealth Advisors Northwest's portfolio in Q2 2026, its #49 holding.
  • Wealth Advisors Northwest first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Wealth Advisors Northwest's Visa position peaked at $403K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.