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Wetzel Investment Advisors’s Visa V Stock Holding History

Wetzel Investment 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 		$256K Sell
745
-73
-9% -$23.4K 0.09% 118
2026
Q1 		$247K Sell
818
-40
-5% -$12.9K 0.1% 119
2025
Q4 		$301K Hold
858
– – 0.12% 103
2025
Q3 		$293K Hold
858
– – 0.13% 99
2025
Q2 		$305K Sell
858
-84
-9% -$29.3K 0.14% 96
2025
Q1 		$330K Sell
942
-103
-10% -$34.9K 0.17% 87
2024
Q4 		$330K Hold
1,045
– – 0.16% 89
2024
Q3 		$287K Sell
1,045
-73
-7% -$19.7K 0.14% 98
2024
Q2 		$312K Sell
1,118
-8
-0.7% -$2.19K 0.18% 87
2024
Q1 		$306K Buy
1,126
+13
+1% +$3.59K 0.18% 86
2023
Q4 		$290K Buy
+1,113
New +$274K 0.18% 85

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

Wetzel Investment Advisors's V Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Visa (V) stake by 8.9% in Q2 2026, selling an estimated $23.4K and leaving 745 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #118.

Wetzel Investment Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $330K in Q4 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wetzel Investment Advisors held 745 shares of Visa worth $256K as of Q2 2026.
  • Wetzel Investment Advisors sold 73 Visa shares in Q2 2026, an estimated $23.4K.
  • Visa made up 0.09% of Wetzel Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Wetzel Investment Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's Visa position peaked at $330K in Q4 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.