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WESPAC Advisors’s Visa V Stock Holding History

WESPAC 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
Q1 		$263K Sell
871
-528
-38% -$170K 0.14% 146
2025
Q4 		$491K Buy
1,399
+30
+2% +$10.2K 0.27% 107
2025
Q3 		$467K Sell
1,369
-25
-2% -$8.65K 0.27% 122
2025
Q2 		$495K Hold
1,394
– – 0.35% 112
2025
Q1 		$489K Sell
1,394
-100
-7% -$33.8K 0.4% 95
2024
Q4 		$472K Buy
1,494
+1
+0.1% +$301 0.35% 101
2024
Q3 		$411K Hold
1,493
– – 0.3% 105
2024
Q2 		$392K Sell
1,493
-36
-2% -$9.87K 0.31% 108
2024
Q1 		$427K Sell
1,529
-56
-4% -$15.5K 0.25% 118
2023
Q4 		$413K Hold
1,585
– – 0.29% 105
2023
Q3 		$365K Buy
1,585
+22
+1% +$5.29K 0.27% 99
2023
Q2 		$371K Buy
1,563
+507
+48% +$116K 0.3% 89
2023
Q1 		$238K Buy
+1,056
New +$235K 0.22% 95
2022
Q2 		– Sell
-1,418
Closed -$314K – 125
2022
Q1 		$314K Buy
1,418
+54
+4% +$11.7K 0.34% 85
2021
Q4 		$296K Sell
1,364
-442
-24% -$94.9K 0.2% 124
2021
Q3 		$402K Buy
+1,806
New +$423K 0.25% 120
2021
Q2 		– Sell
-1,364
Closed -$289K – 166
2021
Q1 		$289K Sell
1,364
-223
-14% -$46.9K 0.22% 124
2020
Q4 		$347K Hold
1,587
– – 0.27% 97
2020
Q3 		$317K Buy
1,587
+139
+10% +$27.8K 0.39% 74
2020
Q2 		$280K Buy
+1,448
New +$265K 0.32% 85
2020
Q1 		– Sell
-5,100
Closed -$958K – 88
2019
Q4 		$958K Buy
5,100
+419
+9% +$75.5K 0.94% 45
2019
Q3 		$805K Sell
4,681
-1,237
-21% -$220K 0.8% 48
2019
Q2 		$1.03M Sell
5,918
-872
-13% -$143K 0.77% 49
2019
Q1 		$1.06M Buy
+6,790
New +$979K 0.73% 48
2018
Q4 		– Sell
-1,483
Closed -$223K – 163
2018
Q3 		$223K Buy
+1,483
New +$211K 0.13% 130

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

WESPAC Advisors's V Position: Q1 2026 in Review

WESPAC Advisors reduced its Visa (V) stake by 38% in Q1 2026, selling an estimated $170K and leaving 871 shares worth $263K. The position accounts for 0.14% of the portfolio, ranked #146.

WESPAC Advisors first reported a position in V in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.06M in Q1 2019. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WESPAC Advisors held 871 shares of Visa worth $263K as of Q1 2026.
  • WESPAC Advisors sold 528 Visa shares in Q1 2026, an estimated $170K.
  • Visa made up 0.14% of WESPAC Advisors's portfolio in Q1 2026, its #146 holding.
  • WESPAC Advisors first reported a position in Visa in Q3 2018 and has held it in 25 quarters since.
  • WESPAC Advisors's Visa position peaked at $1.06M in Q1 2019.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.