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Whipplewood Advisors’s Visa V Stock Holding History

Whipplewood 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 		$39.5K Sell
115
-980
-89% -$315K 0.03% 153
2026
Q1 		$331K Buy
1,095
+572
+109% +$184K 0.17% 100
2025
Q4 		$183K Buy
523
+23
+5% +$7.84K 0.12% 126
2025
Q3 		$171K Sell
500
-1,457
-74% -$504K 0.11% 131
2025
Q2 		$695K Sell
1,957
-35
-2% -$12.2K 0.38% 77
2025
Q1 		$696K Sell
1,992
-12
-0.6% -$4.06K 0.41% 64
2024
Q4 		$633K Buy
+2,004
New +$603K 0.36% 69

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

Whipplewood Advisors's V Position: Q2 2026 in Review

Whipplewood Advisors reduced its Visa (V) stake by 89% in Q2 2026, selling an estimated $315K and leaving 115 shares worth $39.5K. The position accounts for 0.03% of the portfolio, ranked #153.

Whipplewood Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $696K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Whipplewood Advisors held 115 shares of Visa worth $39.5K as of Q2 2026.
  • Whipplewood Advisors sold 980 Visa shares in Q2 2026, an estimated $315K.
  • Visa made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #153 holding.
  • Whipplewood Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Visa position peaked at $696K in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.