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 Q3	$321K	Buy	+894	New	+$327K	0.15%	81
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Preservation Advisors's V Position: Q3 2026 in Review

Wealth Preservation Advisors opened a new position in Visa (V) in Q3 2026: 894 shares worth $321K. The stake represents 0.15% of the portfolio and ranks #81 among its holdings. This is a return to the name: Wealth Preservation Advisors previously reported a position in V as recently as Q1 2026.

Wealth Preservation Advisors first reported a position in V in Q1 2025 and has held it in 6 quarters since. 3,086 funds tracked by Wall St. Rank hold V as of Q3 2026.

Wealth Preservation Advisors held 894 shares of Visa worth $321K as of Q3 2026.
Visa was a new Wealth Preservation Advisors position in Q3 2026.
Visa made up 0.15% of Wealth Preservation Advisors's portfolio in Q3 2026, its #81 holding.
Wealth Preservation Advisors first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
3,086 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.