Wheelhouse Advisory Group’s Visa V Stock Holding History

Wheelhouse Advisory Group’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	$267K	Buy	777 +1	+0.1%	+$321	0.08%	47
2026 Q1	$235K	Sell	776 -11	-1%	-$3.54K	0.08%	46
2025 Q4	$278K	Buy	+787	New	+$268K	0.11%	41
2025 Q3	–	Sell	-581	Closed	-$206K	–	46
2025 Q2	$206K	Buy	+581	New	+$203K	0.1%	40
2025 Q1	–	Sell	-766	Closed	-$242K	–	43
2024 Q4	$242K	Buy	766 +36	+5%	+$10.8K	0.14%	39
2024 Q3	$201K	Buy	+730	New	+$197K	0.13%	41
2024 Q2	–	Sell	-728	Closed	-$203K	–	41
2024 Q1	$203K	Buy	+728	New	+$201K	0.16%	36

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wheelhouse Advisory Group's V Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Visa (V) stake by 0.13% in Q2 2026, buying an estimated $321 and bringing the position to 777 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #47.

Wheelhouse Advisory Group first reported a position in V in Q1 2024 and has held it in 7 quarters since. The position peaked at $278K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold V as of Q2 2026.

Wheelhouse Advisory Group held 777 shares of Visa worth $267K as of Q2 2026.
Wheelhouse Advisory Group bought 1 Visa share in Q2 2026, an estimated $321.
Visa made up 0.08% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #47 holding.
Wheelhouse Advisory Group first reported a position in Visa in Q1 2024 and has held it in 7 quarters since.
Wheelhouse Advisory Group's Visa position peaked at $278K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.