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 		$31K Buy
+100
New +$32.1K ﹤0.01% 3987

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FWIA
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CRM
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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. 834 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.
  • 834 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.