WPA
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Wealth Preservation Advisors’s Visa V Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-591
Closed -$179K – 904
2026
Q1 		$179K Buy
591
+21
+4% +$6.75K 0.15% 69
2025
Q4 		$200K Hold
570
– – 0.1% 91
2025
Q3 		$195K Hold
570
– – 0.11% 86
2025
Q2 		$202K Hold
570
– – 0.12% 84
2025
Q1 		$200K Buy
+570
New +$193K 0.14% 77

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealth Preservation Advisors's V Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Visa (V) in Q2 2026, closing a stake of 591 shares — an estimated $179K sold.

Wealth Preservation Advisors first reported a position in V in Q1 2025 and held it in 5 quarters. The position peaked at $202K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 591 Visa shares in Q2 2026, an estimated $179K.
  • Wealth Preservation Advisors first reported a position in Visa in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Visa position peaked at $202K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.