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Westco Advisory Services’s Visa V Stock Holding History

Westco Advisory Services’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 		$2.09M Sell
6,082
-61
-1% -$19.6K 1.26% 15
2026
Q1 		$1.86M Sell
6,143
-800
-12% -$257K 1.19% 17
2025
Q4 		$2.43M Buy
+6,943
New +$2.37M 1.5% 14

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

Westco Advisory Services's V Position: Q2 2026 in Review

Westco Advisory Services reduced its Visa (V) stake by 0.99% in Q2 2026, selling an estimated $19.6K and leaving 6,082 shares worth $2.09M. The position accounts for 1.26% of the portfolio, ranked #15.

Westco Advisory Services first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Westco Advisory Services held 6,082 shares of Visa worth $2.09M as of Q2 2026.
  • Westco Advisory Services sold 61 Visa shares in Q2 2026, an estimated $19.6K.
  • Visa made up 1.26% of Westco Advisory Services's portfolio in Q2 2026, its #15 holding.
  • Westco Advisory Services first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Westco Advisory Services's Visa position peaked at $2.43M in Q4 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.