WAG
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Wiser Advisor Group’s Visa V Stock Holding History

Wiser Advisor 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 		$205K Buy
598
+1
+0.2% +$321 0.22% 51
2026
Q1 		$180K Buy
597
+6
+1% +$1.93K 0.22% 55
2025
Q4 		$207K Buy
591
+1
+0.2% +$341 0.24% 55
2025
Q3 		$201K Buy
590
+1
+0.2% +$346 0.25% 54
2025
Q2 		$209K Buy
589
+1
+0.2% +$349 0.36% 38
2025
Q1 		$206K Buy
588
+1
+0.2% +$338 0.3% 47
2024
Q4 		$185K Buy
587
+1
+0.2% +$301 0.27% 51
2024
Q3 		$161K Sell
586
-24
-4% -$6.49K 0.24% 52
2024
Q2 		$160K Sell
610
-34
-5% -$9.32K 0.25% 52
2024
Q1 		$180K Buy
644
+25
+4% +$6.9K 0.28% 53
2023
Q4 		$161K Buy
+619
New +$153K 0.27% 54

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

Wiser Advisor Group's V Position: Q2 2026 in Review

Wiser Advisor Group increased its Visa (V) stake by 0.17% in Q2 2026, buying an estimated $321 and bringing the position to 598 shares worth $205K. The position accounts for 0.22% of the portfolio, ranked #51.

Wiser Advisor Group first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $209K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wiser Advisor Group held 598 shares of Visa worth $205K as of Q2 2026.
  • Wiser Advisor Group bought 1 Visa share in Q2 2026, an estimated $321.
  • Visa made up 0.22% of Wiser Advisor Group's portfolio in Q2 2026, its #51 holding.
  • Wiser Advisor Group first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's Visa position peaked at $209K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.