Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership40,430 shares
Latest Disclosed Value $ 12,219,514
Wealthcare Advisory Partners LLC reports 2.22% decrease in ownership of V / Visa Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 40,430 shares of Visa Inc. (MX:V) valued at $12,219,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 41,350 shares of Visa Inc.. This represents a change in shares of -2.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F VISA COM CL A 92826C839 40,430 -920 -2.22 12,220 -15.74 0.2376
2026-01-14 2025-12-31 13F VISA COM CL A 92826C839 41,350 3,278 8.61 14,502 11.58 0.2849
2025-11-07 2025-09-30 13F VISA COM CL A 92826C839 38,072 471 1.25 12,997 -2.64 0.2708
2025-07-22 2025-06-30 13F VISA COM CL A 92826C839 37,601 1,038 2.84 13,350 4.19 0.3046
2025-04-15 2025-03-31 13F VISA COM CL A 92826C839 36,563 263 0.72 12,814 11.69 0.3438
2025-01-15 2024-12-31 13F VISA COM CL A 92826C839 36,300 386 1.07 11,472 16.18 0.3186
2024-11-04 2024-09-30 13F VISA COM CL A 92826C839 35,914 -766 -2.09 9,875 2.57 0.2813
2024-08-12 2024-06-30 13F VISA COM CL A 92826C839 36,680 2,290 6.66 9,627 0.31 0.3008
2024-04-15 2024-03-31 13F VISA COM CL A 92826C839 34,390 22,364 185.96 9,598 206.52 0.3147
2024-02-06 2023-12-31 13F VISA COM CL A 92826C839 12,026 779 6.93 3,131 21.08 0.1245
2023-10-12 2023-09-30 13F VISA COM CL A 92826C839 11,247 -190 -1.66 2,587 -4.79 0.1188
2023-07-17 2023-06-30 13F VISA COM CL A 92826C839 11,437 -657 -5.43 2,716 -0.37 0.1215
2023-05-04 2023-03-31 13F VISA COM CL A 92826C839 12,094 -566 -4.47 2,727 3.65 0.1172
2023-02-13 2022-12-31 13F VISA COMMON 92826C839 12,660 402 3.28 2,630 20.75 0.1257
2022-11-14 2022-09-30 13F VISA COMMON 92826C839 12,258 3,469 39.47 2,178 25.90 0.1242
2022-08-15 2022-06-30 13F VISA COMMON 92826C839 8,789 457 5.48 1,730 -6.39 0.1047
2022-04-15 2022-03-31 13F VISA COMMON 92826C839 8,332 -518 -5.85 1,848 -3.65 0.1122
2022-02-11 2021-12-31 13F VISA COMMON 92826C839 8,850 -8,530 -49.08 1,918 -50.45 0.1147
2021-11-15 2021-09-30 13F VISA Equity 92826C839 17,380 1,102 6.77 3,871 1.71 0.2531
2021-08-16 2021-06-30 13F VISA COMMON 92826C839 16,278 658 4.21 3,806 15.09 0.2547
2021-04-30 2021-03-31 13F VISA COMMON 92826C839 15,620 2,585 19.83 3,307 15.99 0.2395
2021-02-12 2020-12-31 13F VISA COMMON 92826C839 13,035 855 7.02 2,851 17.04 0.2532
2020-10-29 2020-09-30 13F VISA COMMON 92826C839 12,180 996 8.91 2,436 12.78 0.2671
2020-07-29 2020-06-30 13F VISA COMMON 92826C839 11,184 858 8.31 2,160 29.81 0.2692
2020-04-29 2020-03-31 13F VISA COMMON 92826C839 10,326 -398 -3.71 1,664 -17.42 0.2439
2020-01-29 2019-12-31 13F VISA INC CL A COMMON 92826C839 10,724 -539 -4.79 2,015 4.03 0.2562
2019-10-16 2019-09-30 13F VISA INC CL A COMMON 92826C839 11,263 -267 -2.32 1,937 -3.20 0.2811
2019-07-30 2019-06-30 13F VISA INC CL A COMMON 92826C839 11,530 -51 -0.44 2,001 10.61 0.3170
2019-05-13 2019-03-31 13F VISA INC CL A COMMON 92826C839 11,581 179 1.57 1,809 20.28 0.3085
2019-02-14 2018-12-31 13F VISA INC CL A COMMON 92826C839 11,402 316 2.85 1,504 -9.62 0.2919
2018-11-14 2018-09-30 13F VISA INC CL A COMMON 92826C839 11,086 356 3.32 1,664 17.10 0.3055
2018-08-13 2018-06-30 13F VISA INC CL A COMMON 92826C839 10,730 44 0.41 1,421 11.19 0.2786
2018-05-14 2018-03-31 13F VISA INC CL A COMMON 92826C839 10,686 55 0.52 1,278 5.45 0.2888
2018-02-14 2017-12-31 13F VISA INC CL A COMMON 92826C839 10,631 431 4.23 1,212 12.95 0.3117
2017-11-15 2017-09-30 13F VISA INC CL A COMMON 92826C839 10,200 10,199 1,019,900.00 1,073 0.3188
2017-08-28 2017-06-30 13F VISA INC CL A COMMON 92826C839 1 -400 -99.75 0 -100.00
2017-04-11 2017-03-31 13F VISA INC CL A COMMON 92826C839 401 400 40,000.00 36 0.0197
2017-01-11 2016-12-31 13F VISA INC CL A COMMON 92826C839 1 0 0.00 0 0.0000
2016-10-14 2016-09-30 13F VISA INC CL A COMMON 92826C839 1 0 0.00 0 0.0000
2016-08-25 2016-06-30 13F VISA INC CL A COMMON 92826C839 1 1 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.