WFAG
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Wescott Financial Advisory Group’s Visa V Stock Holding History

Wescott Financial Advisory Group’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 		$347K Sell
1,010
-104
-9% -$33.4K 0.03% 155
2026
Q1 		$337K Buy
1,114
+78
+8% +$25.1K 0.03% 148
2025
Q4 		$363K Buy
1,036
+343
+49% +$117K 0.03% 144
2025
Q3 		$237K Buy
693
+73
+12% +$25.3K 0.02% 163
2025
Q2 		$220K Buy
+620
New +$216K 0.02% 162

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

Wescott Financial Advisory Group's V Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Visa (V) stake by 9.3% in Q2 2026, selling an estimated $33.4K and leaving 1,010 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #155.

Wescott Financial Advisory Group first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $363K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wescott Financial Advisory Group held 1,010 shares of Visa worth $347K as of Q2 2026.
  • Wescott Financial Advisory Group sold 104 Visa shares in Q2 2026, an estimated $33.4K.
  • Visa made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #155 holding.
  • Wescott Financial Advisory Group first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Wescott Financial Advisory Group's Visa position peaked at $363K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.