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WP Advisors’s Visa V Stock Holding History

WP 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 		$8.71M Sell
25,379
-89
-0.3% -$28.6K 2.11% 13
2026
Q1 		$7.7M Buy
25,468
+131
+0.5% +$42.1K 1.99% 13
2025
Q4 		$8.89M Buy
25,337
+615
+2% +$210K 2.21% 11
2025
Q3 		$8.44M Buy
24,722
+47
+0.2% +$16.3K 2.15% 11
2025
Q2 		$8.76M Buy
24,675
+511
+2% +$178K 2.41% 11
2025
Q1 		$8.47M Buy
24,164
+1,000
+4% +$338K 2.82% 9
2024
Q4 		$7.32M Buy
23,164
+152
+0.7% +$45.7K 2.44% 11
2024
Q3 		$6.33M Sell
23,012
-970
-4% -$262K 2.31% 11
2024
Q2 		$6.29M Sell
23,982
-82
-0.3% -$22.5K 2.01% 15
2024
Q1 		$6.72M Sell
24,064
-323
-1% -$89.2K 2.2% 13
2023
Q4 		$6.35M Buy
24,387
+211
+0.9% +$52K 2.35% 11
2023
Q3 		$5.56M Sell
24,176
-146
-0.6% -$35.1K 2.3% 11
2023
Q2 		$5.78M Sell
24,322
-103
-0.4% -$23.6K 2.31% 12
2023
Q1 		$5.51M Buy
24,425
+50
+0.2% +$11.1K 2.27% 13
2022
Q4 		$5.06M Buy
+24,375
New +$4.92M 2.26% 13

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

WP Advisors's V Position: Q2 2026 in Review

WP Advisors reduced its Visa (V) stake by 0.35% in Q2 2026, selling an estimated $28.6K and leaving 25,379 shares worth $8.71M. The position accounts for 2.11% of the portfolio, ranked #13.

WP Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.89M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • WP Advisors held 25,379 shares of Visa worth $8.71M as of Q2 2026.
  • WP Advisors sold 89 Visa shares in Q2 2026, an estimated $28.6K.
  • Visa made up 2.11% of WP Advisors's portfolio in Q2 2026, its #13 holding.
  • WP Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • WP Advisors's Visa position peaked at $8.89M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.