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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

V holding history

Visa Inc. in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
33,412
Value
$11.5M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of V by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,412$11.5M1.0%+433+1.3%AddedHolders
Q1 202632,979$9.97M1.0%−692−2.1%ReducedHolders
Q4 202533,671$11.8M1.2%+105+0.3%AddedHolders
Q3 202533,566$11.6M1.2%+1,643+5.1%AddedHolders
Q2 202531,923$11.3M1.3%−200−0.6%ReducedHolders
Q1 202532,123$11.3M1.5%−312−1.0%ReducedHolders
Q4 202432,435$10.3M1.3%+130+0.4%AddedHolders
Q3 202432,305$8.88M1.2%+617+1.9%AddedHolders
Q2 202431,688$8.32M1.2%−71−0.2%ReducedHolders
Q1 202431,759$8.86M1.3%−159−0.5%ReducedHolders
Q4 202331,918$8.31M1.3%+6,030+23.3%AddedHolders
Q3 202325,888$5.95M1.3%−3,642−12.3%ReducedHolders
Q2 202329,530$7.01M1.3%−939−3.1%ReducedHolders
Q1 202330,469$6.87M1.4%−680−2.2%ReducedHolders
Q4 202231,149$6.47M1.4%−1,381−4.2%ReducedHolders
Q3 202232,530$5.78M1.2%−636−1.9%ReducedHolders
Q2 202233,166$6.53M1.3%−2,217−6.3%ReducedHolders
Q1 202235,383$7.85M1.3%−860−2.4%ReducedHolders
Q4 202136,243$7.85M1.2%−541−1.5%ReducedHolders
Q3 202136,784$8.19M1.4%+626+1.7%AddedHolders
Q2 202136,158$8.46M1.5%+525+1.5%AddedHolders
Q1 202135,633$7.54M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.