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Westfuller Advisors’s Visa V Stock Holding History

Westfuller 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 		$451K Sell
1,492
-1,172
-44% -$377K 0.19% 83
2025
Q4 		$934K Sell
2,664
-42
-2% -$14.3K 0.38% 56
2025
Q3 		$924K Buy
2,706
+726
+37% +$251K 0.42% 58
2025
Q2 		$703K Sell
1,980
-132
-6% -$46K 0.4% 58
2025
Q1 		$740K Buy
2,112
+603
+40% +$204K 0.49% 47
2024
Q4 		$477K Sell
1,509
-80
-5% -$24.1K 0.3% 63
2024
Q3 		$437K Buy
+1,589
New +$430K 0.31% 59
2024
Q1 		$397K Buy
+1,424
New +$393K 0.48% 47

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

Westfuller Advisors's V Position: Q1 2026 in Review

Westfuller Advisors reduced its Visa (V) stake by 44% in Q1 2026, selling an estimated $377K and leaving 1,492 shares worth $451K. The position accounts for 0.19% of the portfolio, ranked #83.

Westfuller Advisors first reported a position in V in Q1 2024 and has held it in 8 quarters since. The position peaked at $934K in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Westfuller Advisors held 1,492 shares of Visa worth $451K as of Q1 2026.
  • Westfuller Advisors sold 1,172 Visa shares in Q1 2026, an estimated $377K.
  • Visa made up 0.19% of Westfuller Advisors's portfolio in Q1 2026, its #83 holding.
  • Westfuller Advisors first reported a position in Visa in Q1 2024 and has held it in 8 quarters since.
  • Westfuller Advisors's Visa position peaked at $934K in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.