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Wealthspire Advisors (New York)’s Visa V Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$8.26M Sell
27,319
-8,838
-24% -$2.84M 0.06% 129
2025
Q4 		$12.7M Buy
36,157
+12,789
+55% +$4.36M 0.1% 100
2025
Q3 		$7.98M Sell
23,368
-2,889
-11% -$1,000K 0.04% 131
2025
Q2 		$9.32M Buy
26,257
+371
+1% +$129K 0.05% 124
2025
Q1 		$9.07M Buy
25,886
+1,537
+6% +$520K 0.05% 120
2024
Q4 		$7.7M Sell
24,349
-2,146
-8% -$645K 0.08% 121
2024
Q3 		$7.28M Buy
26,495
+841
+3% +$227K 0.07% 126
2024
Q2 		$6.73M Buy
25,654
+4,533
+21% +$1.24M 0.09% 97
2024
Q1 		$5.89M Sell
21,121
-359
-2% -$99.1K 0.08% 105
2023
Q4 		$5.59M Buy
21,480
+2,923
+16% +$720K 0.08% 108
2023
Q3 		$4.27M Buy
18,557
+782
+4% +$188K 0.07% 112
2023
Q2 		$4.22M Buy
17,775
+2,577
+17% +$590K 0.07% 105
2023
Q1 		$3.43M Sell
15,198
-4,296
-22% -$956K 0.06% 113
2022
Q4 		$4.05M Buy
19,494
+4,416
+29% +$891K 0.07% 109
2022
Q3 		$2.68M Buy
15,078
+315
+2% +$64.1K 0.06% 120
2022
Q2 		$2.91M Buy
14,763
+7,032
+91% +$1.45M 0.06% 116
2022
Q1 		$1.72M Sell
7,731
-11,784
-60% -$2.55M 0.04% 139
2021
Q4 		$4.23M Sell
19,515
-6,767
-26% -$1.45M 0.09% 88
2021
Q3 		$5.85M Buy
26,282
+14,986
+133% +$3.51M 0.12% 86
2021
Q2 		$2.64M Sell
11,296
-32,411
-74% -$7.41M 0.07% 96
2021
Q1 		$9.25M Buy
43,707
+6,881
+19% +$1.45M 0.22% 57
2020
Q4 		$8.05M Buy
36,826
+8,679
+31% +$1.78M 0.24% 57
2020
Q3 		$5.63M Buy
28,147
+3,244
+13% +$648K 0.33% 37
2020
Q2 		$4.81M Sell
24,903
-23,368
-48% -$4.27M 0.34% 38
2020
Q1 		$7.78M Buy
48,271
+35,887
+290% +$6.76M 0.33% 45
2019
Q4 		$2.33M Buy
12,384
+1,258
+11% +$227K 0.17% 36
2019
Q3 		$1.91M Buy
11,126
+6,674
+150% +$1.19M 0.16% 32
2019
Q2 		$773K Buy
+4,452
New +$729K 0.07% 40
2019
Q1 		– Sell
-2,842
Closed -$375K – 755
2018
Q4 		$375K Buy
+2,842
New +$393K 0.04% 44

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s V Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Visa (V) stake by 24% in Q1 2026, selling an estimated $2.84M and leaving 27,319 shares worth $8.26M. The position accounts for 0.06% of the portfolio, ranked #129.

Wealthspire Advisors (New York) first reported a position in V in Q4 2018 and has held it in 29 quarters since. The position peaked at $12.7M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Wealthspire Advisors (New York) held 27,319 shares of Visa worth $8.26M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 8,838 Visa shares in Q1 2026, an estimated $2.84M.
  • Visa made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #129 holding.
  • Wealthspire Advisors (New York) first reported a position in Visa in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Visa position peaked at $12.7M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.