WA
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Wealth Alliance’s Visa V Stock Holding History

Wealth Alliance’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 		$3.24M Buy
10,708
+321
+3% +$103K 0.32% 65
2025
Q4 		$3.64M Sell
10,387
-737
-7% -$251K 0.36% 51
2025
Q3 		$3.8M Sell
11,124
-1,002
-8% -$347K 0.39% 44
2025
Q2 		$4.31M Buy
12,126
+185
+2% +$64.5K 0.48% 37
2025
Q1 		$4.19M Buy
11,941
+555
+5% +$188K 0.51% 34
2024
Q4 		$3.6M Sell
11,386
-68
-0.6% -$20.4K 0.43% 37
2024
Q3 		$3.15M Buy
11,454
+200
+2% +$54.1K 0.38% 48
2024
Q2 		$2.95M Sell
11,254
-600
-5% -$164K 0.38% 45
2024
Q1 		$3.31M Sell
11,854
-367
-3% -$101K 0.43% 39
2023
Q4 		$3.18M Buy
12,221
+269
+2% +$66.3K 0.45% 38
2023
Q3 		$2.75M Sell
11,952
-1,404
-11% -$337K 0.43% 43
2023
Q2 		$3.17M Sell
13,356
-672
-5% -$154K 0.47% 34
2023
Q1 		$3.16M Buy
14,028
+362
+3% +$80.6K 0.51% 30
2022
Q4 		$2.84M Buy
13,666
+2,845
+26% +$574K 0.5% 32
2022
Q3 		$1.92M Sell
10,821
-1,253
-10% -$255K 0.38% 48
2022
Q2 		$2.38M Buy
12,074
+3,390
+39% +$701K 0.46% 37
2022
Q1 		$1.93M Buy
8,684
+985
+13% +$213K 0.39% 50
2021
Q4 		$1.67M Buy
7,699
+13
+0.2% +$2.79K 0.34% 63
2021
Q3 		$1.71M Sell
7,686
-130
-2% -$30.5K 0.38% 52
2021
Q2 		$1.83M Buy
7,816
+1,056
+16% +$241K 0.43% 47
2021
Q1 		$1.43M Buy
6,760
+189
+3% +$39.8K 0.4% 54
2020
Q4 		$1.44M Buy
6,571
+363
+6% +$74.3K 0.42% 50
2020
Q3 		$1.24M Sell
6,208
-752
-11% -$150K 0.45% 53
2020
Q2 		$1.34M Buy
6,960
+803
+13% +$147K 0.53% 39
2020
Q1 		$992K Buy
+6,157
New +$1.16M 0.53% 43

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 Alliance's V Position: Q1 2026 in Review

Wealth Alliance increased its Visa (V) stake by 3.1% in Q1 2026, buying an estimated $103K and bringing the position to 10,708 shares worth $3.24M. The position accounts for 0.32% of the portfolio, ranked #65.

Wealth Alliance first reported a position in V in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.31M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Wealth Alliance held 10,708 shares of Visa worth $3.24M as of Q1 2026.
  • Wealth Alliance bought 321 Visa shares in Q1 2026, an estimated $103K.
  • Visa made up 0.32% of Wealth Alliance's portfolio in Q1 2026, its #65 holding.
  • Wealth Alliance first reported a position in Visa in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Visa position peaked at $4.31M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.