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Wealth Advisors of Tampa Bay’s Visa V Stock Holding History

Wealth Advisors of Tampa Bay’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 		$1.84M Buy
6,103
+925
+18% +$297K 0.61% 50
2025
Q4 		$1.82M Buy
5,178
+3,460
+201% +$1.18M 0.63% 48
2025
Q3 		$586K Buy
1,718
+145
+9% +$50.2K 0.2% 73
2025
Q2 		$558K Buy
1,573
+225
+17% +$78.4K 0.21% 71
2025
Q1 		$472K Buy
1,348
+145
+12% +$49.1K 0.19% 71
2024
Q4 		$380K Buy
1,203
+20
+2% +$6.01K 0.16% 70
2024
Q3 		$325K Buy
+1,183
New +$320K 0.14% 75

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 Tampa Bay's V Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its Visa (V) stake by 18% in Q1 2026, buying an estimated $297K and bringing the position to 6,103 shares worth $1.84M. The position accounts for 0.61% of the portfolio, ranked #50.

Wealth Advisors of Tampa Bay first reported a position in V in Q3 2024 and has held it in 7 quarters since. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 6,103 shares of Visa worth $1.84M as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 925 Visa shares in Q1 2026, an estimated $297K.
  • Visa made up 0.61% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #50 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.