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Wealthcare Advisory Partners’s Visa V Stock Holding History

Wealthcare Advisory Partners’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 		$9.56M Sell
27,851
-12,579
-31% -$4.04M 0.18% 115
2026
Q1 		$12.2M Sell
40,430
-920
-2% -$296K 0.24% 87
2025
Q4 		$14.5M Buy
41,350
+3,278
+9% +$1.12M 0.28% 80
2025
Q3 		$13M Buy
38,072
+471
+1% +$163K 0.27% 75
2025
Q2 		$13.4M Buy
37,601
+1,038
+3% +$362K 0.3% 66
2025
Q1 		$12.8M Buy
36,563
+263
+0.7% +$89K 0.34% 62
2024
Q4 		$11.5M Buy
36,300
+386
+1% +$116K 0.32% 63
2024
Q3 		$9.87M Sell
35,914
-766
-2% -$207K 0.28% 72
2024
Q2 		$9.63M Buy
36,680
+2,290
+7% +$628K 0.3% 63
2024
Q1 		$9.6M Buy
34,390
+22,364
+186% +$6.17M 0.31% 59
2023
Q4 		$3.13M Buy
12,026
+779
+7% +$192K 0.12% 138
2023
Q3 		$2.59M Sell
11,247
-190
-2% -$45.7K 0.12% 145
2023
Q2 		$2.72M Sell
11,437
-657
-5% -$150K 0.12% 145
2023
Q1 		$2.73M Sell
12,094
-566
-4% -$126K 0.12% 146
2022
Q4 		$2.63M Buy
12,660
+402
+3% +$81.1K 0.13% 139
2022
Q3 		$2.18M Buy
12,258
+3,469
+39% +$706K 0.12% 135
2022
Q2 		$1.73M Buy
8,789
+457
+5% +$94.4K 0.1% 130
2022
Q1 		$1.85M Sell
8,332
-518
-6% -$112K 0.11% 108
2021
Q4 		$1.92M Sell
8,850
-8,530
-49% -$1.83M 0.11% 109
2021
Q3 		$3.87M Buy
17,380
+1,102
+7% +$258K 0.25% 60
2021
Q2 		$3.81M Buy
16,278
+658
+4% +$150K 0.25% 58
2021
Q1 		$3.31M Buy
15,620
+2,585
+20% +$544K 0.24% 59
2020
Q4 		$2.85M Buy
13,035
+855
+7% +$175K 0.25% 52
2020
Q3 		$2.44M Buy
12,180
+996
+9% +$199K 0.27% 46
2020
Q2 		$2.16M Buy
11,184
+858
+8% +$157K 0.27% 49
2020
Q1 		$1.66M Sell
10,326
-398
-4% -$75K 0.24% 52
2019
Q4 		$2.02M Sell
10,724
-539
-5% -$97.1K 0.26% 49
2019
Q3 		$1.94M Sell
11,263
-267
-2% -$47.6K 0.28% 45
2019
Q2 		$2M Sell
11,530
-51
-0.4% -$8.35K 0.32% 43
2019
Q1 		$1.81M Buy
11,581
+179
+2% +$25.8K 0.31% 45
2018
Q4 		$1.5M Buy
11,402
+316
+3% +$43.6K 0.29% 50
2018
Q3 		$1.66M Buy
11,086
+356
+3% +$50.6K 0.31% 48
2018
Q2 		$1.42M Buy
10,730
+44
+0.4% +$5.66K 0.28% 55
2018
Q1 		$1.28M Buy
10,686
+55
+0.5% +$6.67K 0.29% 50
2017
Q4 		$1.21M Buy
10,631
+431
+4% +$47.6K 0.31% 45
2017
Q3 		$1.07M Buy
10,200
+10,199
+1,019,900% +$1.03M 0.32% 42
2017
Q2 		$0 Sell
1
-400
-100% -$37.1K ﹤0.01% 141
2017
Q1 		$36K Buy
401
+400
+40,000% +$34.4K 0.02% 48
2016
Q4 		$0 Hold
1
– – ﹤0.01% 129
2016
Q3 		$0 Hold
1
– – ﹤0.01% 132
2016
Q2 		$0 Buy
+1
New +$78 ﹤0.01% 136

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealthcare Advisory Partners's V Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Visa (V) stake by 31% in Q2 2026, selling an estimated $4.04M and leaving 27,851 shares worth $9.56M. The position accounts for 0.18% of the portfolio, ranked #115.

Wealthcare Advisory Partners first reported a position in V in Q2 2016 and has held it in 41 quarters since. The position peaked at $14.5M in Q4 2025. 1,360 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealthcare Advisory Partners held 27,851 shares of Visa worth $9.56M as of Q2 2026.
  • Wealthcare Advisory Partners sold 12,579 Visa shares in Q2 2026, an estimated $4.04M.
  • Visa made up 0.18% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #115 holding.
  • Wealthcare Advisory Partners first reported a position in Visa in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's Visa position peaked at $14.5M in Q4 2025.
  • 1,360 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.