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Wilkerson Advisory Group’s Visa V Stock Holding History

Wilkerson 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 		$544K Buy
1,584
+35
+2% +$11.2K 0.17% 54
2026
Q1 		$468K Sell
1,549
-798
-34% -$257K 0.16% 57
2025
Q4 		$823K Buy
+2,347
New +$800K 0.29% 41

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

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

Wilkerson Advisory Group increased its Visa (V) stake by 2.3% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,584 shares worth $544K. The position accounts for 0.17% of the portfolio, ranked #54.

Wilkerson Advisory Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $823K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wilkerson Advisory Group held 1,584 shares of Visa worth $544K as of Q2 2026.
  • Wilkerson Advisory Group bought 35 Visa shares in Q2 2026, an estimated $11.2K.
  • Visa made up 0.17% of Wilkerson Advisory Group's portfolio in Q2 2026, its #54 holding.
  • Wilkerson Advisory Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Visa position peaked at $823K in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.