Worth Financial Advisory Group’s Visa V Stock Holding History

Worth Financial Advisory 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	$1.59M	Buy	+4,627	New	+$1.49M	0.66%	37
2026 Q1	–	Sell	-4,510	Closed	-$1.58M	–	181
2025 Q4	$1.58M	Buy	4,510 +81	+2%	+$27.6K	0.77%	28
2025 Q3	$1.51M	Sell	4,429 -53	-1%	-$18.3K	0.85%	25
2025 Q2	$1.59M	Buy	4,482 +174	+4%	+$60.6K	0.98%	23
2025 Q1	$1.51M	Buy	4,308 +772	+22%	+$261K	0.96%	23
2024 Q4	$1.12M	Sell	3,536 -97	-3%	-$29.2K	0.69%	34
2024 Q3	$999K	Buy	3,633 +71	+2%	+$19.2K	0.59%	40
2024 Q2	$935K	Sell	3,562 -374	-10%	-$103K	0.61%	40
2024 Q1	$1.1M	Buy	3,936 +24	+0.6%	+$6.63K	0.76%	33
2023 Q4	$1.02M	Buy	3,912 +69	+2%	+$17K	0.81%	29
2023 Q3	$884K	Buy	3,843 +271	+8%	+$65.1K	0.8%	29
2023 Q2	$848K	Buy	3,572 +166	+5%	+$38K	0.79%	30
2023 Q1	$768K	Buy	3,406 +108	+3%	+$24K	0.73%	36
2022 Q4	$685K	Buy	+3,298	New	+$665K	0.8%	30

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Worth Financial Advisory Group's V Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Visa (V) in Q2 2026: 4,627 shares worth $1.59M. The stake represents 0.66% of the portfolio and ranks #37 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in V as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Worth Financial Advisory Group held 4,627 shares of Visa worth $1.59M as of Q2 2026.
Visa was a new Worth Financial Advisory Group position in Q2 2026.
Visa made up 0.66% of Worth Financial Advisory Group's portfolio in Q2 2026, its #37 holding.
Worth Financial Advisory Group first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Visa position peaked at $1.59M in Q2 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.