WAOI
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Wealth Advisors of Iowa’s Visa V Stock Holding History

Wealth Advisors of Iowa’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 		$819K Buy
2,710
+177
+7% +$56.9K 0.25% 44
2025
Q4 		$888K Sell
2,533
-94
-4% -$32K 0.29% 43
2025
Q3 		$897K Buy
2,627
+61
+2% +$21.1K 0.31% 38
2025
Q2 		$911K Sell
2,566
-124
-5% -$43.2K 0.34% 36
2025
Q1 		$943K Buy
2,690
+70
+3% +$23.7K 0.41% 31
2024
Q4 		$828K Buy
2,620
+26
+1% +$7.82K 0.42% 28
2024
Q3 		$713K Buy
2,594
+25
+1% +$6.76K 0.36% 31
2024
Q2 		$674K Sell
2,569
-18
-0.7% -$4.93K 0.38% 18
2024
Q1 		$722K Buy
2,587
+1,000
+63% +$276K 0.44% 23
2023
Q4 		$413K Sell
1,587
-1,178
-43% -$290K 0.28% 32
2023
Q3 		$636K Sell
2,765
-12
-0.4% -$2.88K 0.45% 24
2023
Q2 		$659K Buy
2,777
+2
+0.1% +$458 0.48% 24
2023
Q1 		$626K Sell
2,775
-100
-3% -$22.3K 0.49% 21
2022
Q4 		$597K Sell
2,875
-148
-5% -$29.8K 0.49% 24
2022
Q3 		$537K Sell
3,023
-5,653
-65% -$1.15M 0.5% 20
2022
Q2 		$1.77M Buy
8,676
+6,046
+230% +$1.25M 0.31% 28
2022
Q1 		$583K Buy
2,630
+123
+5% +$26.6K 0.29% 34
2021
Q4 		$543K Sell
2,507
-20
-0.8% -$4.29K 0.3% 32
2021
Q3 		$563K Buy
2,527
+1
+0% +$234 0.31% 28
2021
Q2 		$591K Buy
2,526
+75
+3% +$17.1K 0.31% 28
2021
Q1 		$519K Hold
2,451
– – 0.29% 26
2020
Q4 		$536K Buy
2,451
+25
+1% +$5.12K 0.33% 26
2020
Q3 		$485K Buy
2,426
+17
+0.7% +$3.4K 0.33% 19
2020
Q2 		$465K Sell
2,409
-881
-27% -$161K 0.35% 18
2020
Q1 		$530K Buy
+3,290
New +$620K 0.42% 10

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

Wealth Advisors of Iowa's V Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its Visa (V) stake by 7% in Q1 2026, buying an estimated $56.9K and bringing the position to 2,710 shares worth $819K. The position accounts for 0.25% of the portfolio, ranked #44.

Wealth Advisors of Iowa first reported a position in V in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.77M in Q2 2022. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Wealth Advisors of Iowa held 2,710 shares of Visa worth $819K as of Q1 2026.
  • Wealth Advisors of Iowa bought 177 Visa shares in Q1 2026, an estimated $56.9K.
  • Visa made up 0.25% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #44 holding.
  • Wealth Advisors of Iowa first reported a position in Visa in Q1 2020 and has held it in 25 quarters since.
  • Wealth Advisors of Iowa's Visa position peaked at $1.77M in Q2 2022.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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