WWA
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Wisconsin Wealth Advisors’s Visa V Stock Holding History

Wisconsin 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
Q3 		$212K Sell
590
-50
-8% -$18.3K 0.18% 83
2026
Q2 		$220K Buy
+640
New +$205K 0.19% 87
2026
Q1 		– Sell
-586
Closed -$206K – 86
2025
Q4 		$206K Hold
586
– – 0.2% 84
2025
Q3 		$200K Hold
586
– – 0.19% 87
2025
Q2 		$208K Buy
586
+1
+0.2% +$349 0.24% 79
2025
Q1 		$205K Buy
+585
New +$198K 0.29% 69

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wisconsin Wealth Advisors's V Position: Q3 2026 in Review

Wisconsin Wealth Advisors reduced its Visa (V) stake by 7.8% in Q3 2026, selling an estimated $18.3K and leaving 590 shares worth $212K. The position accounts for 0.18% of the portfolio, ranked #83.

Wisconsin Wealth Advisors first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $220K in Q2 2026. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Wisconsin Wealth Advisors held 590 shares of Visa worth $212K as of Q3 2026.
  • Wisconsin Wealth Advisors sold 50 Visa shares in Q3 2026, an estimated $18.3K.
  • Visa made up 0.18% of Wisconsin Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • Wisconsin Wealth Advisors first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • Wisconsin Wealth Advisors's Visa position peaked at $220K in Q2 2026.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.