WMA
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West Michigan Advisors’s Visa V Stock Holding History

West Michigan 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 		$1.01M Hold
3,355
– – 0.22% 110
2026
Q1 		$1.01M Buy
3,355
+485
+17% +$156K 0.22% 110
2025
Q4 		$1.01M Buy
2,870
+101
+4% +$34.4K 0.23% 106
2025
Q3 		$945K Buy
2,769
+142
+5% +$49.1K 0.23% 103
2025
Q2 		$933K Sell
2,627
-39
-1% -$13.6K 0.26% 71
2025
Q1 		$934K Sell
2,666
-146
-5% -$49.4K 0.31% 62
2024
Q4 		$889K Sell
2,812
-148
-5% -$44.5K 0.27% 69
2024
Q3 		$814K Buy
2,960
+29
+1% +$7.84K 0.25% 71
2024
Q2 		$769K Sell
2,931
-334
-10% -$91.5K 0.24% 73
2024
Q1 		$911K Buy
3,265
+121
+4% +$33.4K 0.3% 60
2023
Q4 		$819K Buy
3,144
+243
+8% +$59.9K 0.31% 56
2023
Q3 		$667K Sell
2,901
-34
-1% -$8.17K 0.36% 59
2023
Q2 		$697K Sell
2,935
-7
-0.2% -$1.6K 0.28% 84
2023
Q1 		$663K Buy
2,942
+857
+41% +$191K 0.38% 58
2022
Q4 		$433K Buy
2,085
+69
+3% +$13.9K 0.32% 64
2022
Q3 		$359K Buy
2,016
+22
+1% +$4.48K 0.31% 64
2022
Q2 		$393K Buy
1,994
+302
+18% +$62.4K 0.34% 64
2022
Q1 		$375K Buy
1,692
+73
+5% +$15.8K 0.25% 75
2021
Q4 		$351K Buy
+1,619
New +$348K 0.26% 72

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

West Michigan Advisors's V Position: Q2 2026 in Review

West Michigan Advisors held its Visa (V) position steady in Q2 2026 at 3,355 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #110.

West Michigan Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • West Michigan Advisors held 3,355 shares of Visa worth $1.01M as of Q2 2026.
  • West Michigan Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.22% of West Michigan Advisors's portfolio in Q2 2026, its #110 holding.
  • West Michigan Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.