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WestHill Financial Advisors’s Visa V Stock Holding History

WestHill Financial 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 		$547K Buy
1,593
+53
+3% +$17K 0.09% 47
2026
Q1 		$465K Buy
1,540
+1
+0.1% +$322 0.09% 48
2025
Q4 		$540K Buy
1,539
+37
+2% +$12.6K 0.1% 45
2025
Q3 		$513K Sell
1,502
-16
-1% -$5.54K 0.1% 43
2025
Q2 		$539K Buy
1,518
+121
+9% +$42.2K 0.11% 39
2025
Q1 		$489K Sell
1,397
-6
-0.4% -$2.03K 0.11% 41
2024
Q4 		$443K Sell
1,403
-48
-3% -$14.4K 0.1% 46
2024
Q3 		$399K Buy
1,451
+78
+6% +$21.1K 0.09% 50
2024
Q2 		$360K Buy
1,373
+1
+0.1% +$274 0.09% 48
2024
Q1 		$383K Buy
1,372
+17
+1% +$4.69K 0.09% 49
2023
Q4 		$353K Sell
1,355
-13
-1% -$3.2K 0.09% 46
2023
Q3 		$315K Buy
1,368
+62
+5% +$14.9K 0.09% 48
2023
Q2 		$310K Buy
1,306
+1
+0.1% +$229 0.09% 43
2023
Q1 		$294K Buy
+1,305
New +$290K 0.09% 43

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

WestHill Financial Advisors's V Position: Q2 2026 in Review

WestHill Financial Advisors increased its Visa (V) stake by 3.4% in Q2 2026, buying an estimated $17K and bringing the position to 1,593 shares worth $547K. The position accounts for 0.09% of the portfolio, ranked #47.

WestHill Financial Advisors first reported a position in V in Q1 2023 and has held it in 14 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • WestHill Financial Advisors held 1,593 shares of Visa worth $547K as of Q2 2026.
  • WestHill Financial Advisors bought 53 Visa shares in Q2 2026, an estimated $17K.
  • Visa made up 0.09% of WestHill Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • WestHill Financial Advisors first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.