William Howard & Co Financial Advisors’s Visa V Stock Holding History

William Howard & Co 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	$371K	Hold	1,082	–	–	0.29%	39
2026 Q1	$327K	Hold	1,082	–	–	0.28%	38
2025 Q4	$379K	Hold	1,082	–	–	0.32%	35
2025 Q3	$369K	Hold	1,082	–	–	0.31%	34
2025 Q2	$384K	Hold	1,082	–	–	0.34%	36
2025 Q1	$379K	Hold	1,082	–	–	0.36%	33
2024 Q4	$342K	Hold	1,082	–	–	0.31%	36
2024 Q3	$297K	Hold	1,082	–	–	0.25%	37
2024 Q2	$284K	Sell	1,082 -100	-8%	-$27.4K	0.26%	36
2024 Q1	$330K	Buy	+1,182	New	+$326K	0.31%	34

Other funds holding V

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Howard & Co Financial Advisors's V Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its Visa (V) position steady in Q2 2026 at 1,082 shares worth $371K. The position accounts for 0.29% of the portfolio, ranked #39.

William Howard & Co Financial Advisors first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $384K in Q2 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

William Howard & Co Financial Advisors held 1,082 shares of Visa worth $371K as of Q2 2026.
William Howard & Co Financial Advisors left its Visa share count unchanged in Q2 2026.
Visa made up 0.29% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #39 holding.
William Howard & Co Financial Advisors first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
William Howard & Co Financial Advisors's Visa position peaked at $384K in Q2 2025.
4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.