Wealth Enhancement Advisory Services
V icon

Wealth Enhancement Advisory Services’s Visa V Stock Holding History

Wealth Enhancement Advisory Services’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 		$189M Buy
611,261
+18,166
+3% +$5.83M 0.32% 50
2026
Q1 		$159M Sell
593,095
-733,895
-55% -$236M 0.32% 50
2025
Q4 		$475M Buy
1,326,990
+118,846
+10% +$40.5M 0.64% 25
2025
Q3 		$426M Buy
1,208,144
+168,972
+16% +$58.5M 0.64% 25
2025
Q2 		$373M Buy
1,039,172
+171,468
+20% +$59.8M 0.62% 25
2025
Q1 		$304M Buy
867,704
+161,161
+23% +$54.5M 0.58% 27
2024
Q4 		$223M Sell
706,543
-96,568
-12% -$29M 0.43% 43
2024
Q3 		$221M Buy
803,111
+99,350
+14% +$26.9M 0.47% 34
2024
Q2 		$185M Buy
703,761
+20,837
+3% +$5.71M 0.44% 42
2024
Q1 		$191M Buy
682,924
+45,038
+7% +$12.4M 0.49% 36
2023
Q4 		$166M Buy
637,886
+30,061
+5% +$7.41M 0.48% 35
2023
Q3 		$140M Buy
607,825
+486,373
+400% +$117M 0.46% 41
2023
Q2 		$28.8M Buy
121,452
+2,581
+2% +$591K 0.31% 42
2023
Q1 		$26.8M Buy
118,871
+92,713
+354% +$20.6M 0.31% 46
2022
Q4 		$5.99M Buy
26,158
+6,459
+33% +$1.3M 0.08% 111
2022
Q3 		$3.62M Sell
19,699
-45,574
-70% -$9.27M 0.05% 137
2022
Q2 		$13.3M Buy
65,273
+36,083
+124% +$7.46M 0.19% 72
2022
Q1 		$6.65M Buy
29,190
+1,152
+4% +$249K 0.09% 111
2021
Q4 		$6.45M Buy
28,038
+18,514
+194% +$3.97M 0.09% 100
2021
Q3 		$2.21M Buy
9,524
+1,995
+26% +$468K 0.03% 143
2021
Q2 		$1.87M Sell
7,529
-12,963
-63% -$2.96M 0.03% 143
2021
Q1 		$4.48M Buy
20,492
+1,992
+11% +$419K 0.08% 105
2020
Q4 		$3.73M Sell
18,500
-16,544
-47% -$3.39M 0.08% 91
2020
Q3 		$7.23M Buy
35,044
+11,576
+49% +$2.31M 0.19% 49
2020
Q2 		$4.67M Sell
23,468
-9,975
-30% -$1.82M 0.13% 61
2020
Q1 		$5.73M Sell
33,443
-6,465
-16% -$1.22M 0.2% 53
2019
Q4 		$7.5M Buy
+39,908
New +$7.19M 0.26% 51
2019
Q1 		– Sell
-16,458
Closed -$2.28M – 221
2018
Q4 		$2.28M Buy
+16,458
New +$2.27M 0.14% 56
2018
Q3 		– Sell
-10,883
Closed -$1.48M – 199
2018
Q2 		$1.48M Sell
10,883
-14,485
-57% -$1.86M 0.09% 85
2018
Q1 		$3.09M Buy
25,368
+21,910
+634% +$2.66M 0.21% 48
2017
Q4 		$415K Buy
+3,458
New +$382K 0.03% 132
2017
Q3 		– Sell
-25,973
Closed -$2.47M – 186
2017
Q2 		$2.47M Buy
+25,973
New +$2.41M 0.23% 56
2016
Q4 		– Sell
-8,105
Closed -$676K – 186
2016
Q3 		$676K Buy
+8,105
New +$649K 0.1% 116

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's V Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Visa (V) stake by 3.1% in Q2 2026, buying an estimated $5.83M and bringing the position to 611,261 shares worth $189M. The position accounts for 0.32% of the portfolio, ranked #50.

Wealth Enhancement Advisory Services first reported a position in V in Q3 2016 and has held it in 33 quarters since. The position peaked at $475M in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealth Enhancement Advisory Services held 611,261 shares of Visa worth $189M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,166 Visa shares in Q2 2026, an estimated $5.83M.
  • Visa made up 0.32% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #50 holding.
  • Wealth Enhancement Advisory Services first reported a position in Visa in Q3 2016 and has held it in 33 quarters since.
  • Wealth Enhancement Advisory Services's Visa position peaked at $475M in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.