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Wealthedge Investment Advisors’s Visa V Stock Holding History

Wealthedge Investment 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 		$2.8M Buy
8,172
+454
+6% +$146K 0.95% 32
2026
Q1 		$2.33M Sell
7,718
-56
-0.7% -$18K 0.86% 32
2025
Q4 		$2.73M Buy
7,774
+64
+0.8% +$21.8K 1.01% 29
2025
Q3 		$2.63M Buy
7,710
+5,243
+213% +$1.81M 1% 33
2025
Q2 		$876K Sell
2,467
-70
-3% -$24.4K 0.37% 75
2025
Q1 		$889K Sell
2,537
-207
-8% -$70K 0.4% 63
2024
Q4 		$867K Buy
+2,744
New +$825K 0.39% 71

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wealthedge Investment Advisors's V Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Visa (V) stake by 5.9% in Q2 2026, buying an estimated $146K and bringing the position to 8,172 shares worth $2.8M. The position accounts for 0.95% of the portfolio, ranked #32.

Wealthedge Investment Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,274 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealthedge Investment Advisors held 8,172 shares of Visa worth $2.8M as of Q2 2026.
  • Wealthedge Investment Advisors bought 454 Visa shares in Q2 2026, an estimated $146K.
  • Visa made up 0.95% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Wealthedge Investment Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,274 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.