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WMG Financial Advisors’s Visa V Stock Holding History

WMG Financial 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
Q1 		– Sell
-670
Closed -$235K – 115
2025
Q4 		$235K Sell
670
-600
-47% -$204K 0.1% 94
2025
Q3 		$434K Buy
1,270
+7
+0.6% +$2.42K 0.14% 101
2025
Q2 		$448K Sell
1,263
-7
-0.6% -$2.44K 0.17% 89
2025
Q1 		$445K Buy
1,270
+10
+0.8% +$3.38K 0.19% 79
2024
Q4 		$398K Buy
1,260
+227
+22% +$68.3K 0.17% 85
2024
Q3 		$284K Sell
1,033
-16
-2% -$4.33K 0.13% 117
2024
Q2 		$275K Buy
1,049
+15
+1% +$4.11K 0.15% 106
2024
Q1 		$289K Buy
+1,034
New +$285K 0.17% 97

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WMG Financial Advisors's V Position: Q1 2026 in Review

WMG Financial Advisors sold out of Visa (V) in Q1 2026, closing a stake of 670 shares — an estimated $235K sold.

WMG Financial Advisors first reported a position in V in Q1 2024 and held it in 8 quarters. The position peaked at $448K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WMG Financial Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 670 Visa shares in Q1 2026, an estimated $235K.
  • WMG Financial Advisors first reported a position in Visa in Q1 2024 and held it in 8 quarters.
  • WMG Financial Advisors's Visa position peaked at $448K in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.