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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
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

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

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

Wisconsin Wealth Advisors opened a new position in Visa (V) in Q2 2026: 640 shares worth $220K. The stake represents 0.19% of the portfolio and ranks #87 among its holdings. This is a return to the name: Wisconsin Wealth Advisors previously reported a position in V as recently as Q4 2025.

Wisconsin Wealth Advisors first reported a position in V in Q1 2025 and has held it in 5 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wisconsin Wealth Advisors held 640 shares of Visa worth $220K as of Q2 2026.
  • Visa was a new Wisconsin Wealth Advisors position in Q2 2026.
  • Visa made up 0.19% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Wisconsin Wealth Advisors first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.