WIA
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World Investment Advisors’s Visa V Stock Holding History

World Investment 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 		$35.8M Sell
118,515
-683
-0.6% -$220K 0.58% 30
2025
Q4 		$41.8M Buy
119,198
+13,614
+13% +$4.64M 0.68% 24
2025
Q3 		$36M Sell
105,584
-1,014
-1% -$351K 0.74% 24
2025
Q2 		$37.8M Buy
106,598
+2,551
+2% +$889K 0.86% 19
2025
Q1 		$36.5M Buy
104,047
+5,158
+5% +$1.75M 0.95% 13
2024
Q4 		$31.3M Buy
98,889
+7,012
+8% +$2.11M 0.86% 19
2024
Q3 		$25.3M Buy
91,877
+64,898
+241% +$17.5M 0.79% 18
2024
Q2 		$7.08M Buy
26,979
+19,963
+285% +$5.47M 0.44% 48
2024
Q1 		$4.8M Sell
7,016
-12,476
-64% -$3.44M 0.69% 32
2023
Q4 		$5.07M Buy
19,492
+17,587
+923% +$4.33M 0.66% 29
2023
Q3 		$438K Sell
1,905
-10
-0.5% -$2.4K 0.09% 155
2023
Q2 		$455K Buy
1,915
+328
+21% +$75.1K 0.09% 145
2023
Q1 		$358K Sell
1,587
-133
-8% -$29.6K 0.07% 162
2022
Q4 		$357K Sell
1,720
-216
-11% -$43.6K 0.08% 158
2022
Q3 		$344K Sell
1,936
-20
-1% -$4.07K 0.08% 169
2022
Q2 		$408K Sell
1,956
-164
-8% -$33.9K 0.09% 169
2022
Q1 		$470K Buy
2,120
+9
+0.4% +$1.95K 0.1% 149
2021
Q4 		$477K Buy
2,111
+211
+11% +$45.3K 0.1% 150
2021
Q3 		$423K Buy
1,900
+19
+1% +$4.46K 0.1% 146
2021
Q2 		$440K Buy
1,881
+195
+12% +$44.6K 0.1% 142
2021
Q1 		$378K Buy
1,686
+225
+15% +$47.4K 0.09% 151
2020
Q4 		$307K Sell
1,461
-142
-9% -$29.1K 0.08% 159
2020
Q3 		$321K Buy
1,603
+19
+1% +$3.79K 0.11% 116
2020
Q2 		$315K Sell
1,584
-255
-14% -$46.6K 0.11% 116
2020
Q1 		$296K Buy
1,839
+376
+26% +$70.8K 0.14% 96
2019
Q4 		$275K Sell
1,463
-103
-7% -$18.6K 0.11% 116
2019
Q3 		$269K Sell
1,566
-88
-5% -$15.7K 0.12% 109
2019
Q2 		$293K Sell
1,654
-62
-4% -$10.2K 0.13% 95
2019
Q1 		$268K Sell
1,716
-3,425
-67% -$494K 0.12% 94
2018
Q4 		$730K Buy
+5,141
New +$710K 0.33% 47

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

World Investment Advisors's V Position: Q1 2026 in Review

World Investment Advisors reduced its Visa (V) stake by 0.57% in Q1 2026, selling an estimated $220K and leaving 118,515 shares worth $35.8M. The position accounts for 0.58% of the portfolio, ranked #30.

World Investment Advisors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $41.8M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • World Investment Advisors held 118,515 shares of Visa worth $35.8M as of Q1 2026.
  • World Investment Advisors sold 683 Visa shares in Q1 2026, an estimated $220K.
  • Visa made up 0.58% of World Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • World Investment Advisors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's Visa position peaked at $41.8M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.