WAG
V icon

Windsor Advisory Group’s Visa V Stock Holding History

Windsor 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 		$308K Buy
+898
New +$288K 0.22% 56
2024
Q4 		– Sell
-2,561
Closed -$704K – 102
2024
Q3 		$704K Buy
+2,561
New +$692K 0.79% 30

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

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

Windsor Advisory Group opened a new position in Visa (V) in Q2 2026: 898 shares worth $308K. The stake represents 0.22% of the portfolio and ranks #56 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in V as recently as Q3 2024.

Windsor Advisory Group first reported a position in V in Q3 2024 and has held it in 2 quarters since. The position peaked at $704K in Q3 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Windsor Advisory Group held 898 shares of Visa worth $308K as of Q2 2026.
  • Visa was a new Windsor Advisory Group position in Q2 2026.
  • Visa made up 0.22% of Windsor Advisory Group's portfolio in Q2 2026, its #56 holding.
  • Windsor Advisory Group first reported a position in Visa in Q3 2024 and has held it in 2 quarters since.
  • Windsor Advisory Group's Visa position peaked at $704K in Q3 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.