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Wingate Wealth Advisors’s Visa V Stock Holding History

Wingate Wealth 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 		– Sell
-864
Closed -$261K – 131
2026
Q1 		$261K Sell
864
-25
-3% -$8.04K 0.14% 107
2025
Q4 		$312K Buy
889
+234
+36% +$79.7K 0.17% 93
2025
Q3 		$224K Buy
+655
New +$227K 0.15% 105
2025
Q1 		– Sell
-750
Closed -$237K – 427
2024
Q4 		$237K Buy
+750
New +$226K 0.23% 84

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

Wingate Wealth Advisors's V Position: Q2 2026 in Review

Wingate Wealth Advisors sold out of Visa (V) in Q2 2026, closing a stake of 864 shares — an estimated $261K sold.

Wingate Wealth Advisors first reported a position in V in Q4 2024 and held it in 4 quarters. The position peaked at $312K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wingate Wealth Advisors reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Wingate Wealth Advisors sold 864 Visa shares in Q2 2026, an estimated $261K.
  • Wingate Wealth Advisors first reported a position in Visa in Q4 2024 and held it in 4 quarters.
  • Wingate Wealth Advisors's Visa position peaked at $312K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.