Zinnia Wealth Advisory’s Visa V Stock Holding History

Zinnia Wealth Advisory’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	-575	Closed	-$202K	–	102
2025 Q4	$202K	Buy	+575	New	+$196K	0.22%	87

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Zinnia Wealth Advisory's V Position: Q1 2026 in Review

Zinnia Wealth Advisory sold out of Visa (V) in Q1 2026, closing a stake of 575 shares — an estimated $202K sold.

Zinnia Wealth Advisory first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 4,473 funds tracked by Wall St. Rank hold V as of Q1 2026.

Zinnia Wealth Advisory reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Zinnia Wealth Advisory sold 575 Visa shares in Q1 2026, an estimated $202K.
Zinnia Wealth Advisory first reported a position in Visa in Q4 2025 and held it in 1 quarter.
Zinnia Wealth Advisory's Visa position peaked at $202K in Q4 2025.
4,473 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q1 2026, filed 8 May 2026.