1620 Investment Advisors’s Visa V Stock Holding History

1620 Investment 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	$224K	Buy	652 +8	+1%	+$2.57K	0.14%	162
2026 Q1	$195K	Buy	644 +142	+28%	+$45.7K	0.13%	161
2025 Q4	$176K	Buy	502 +6	+1%	+$2.04K	0.12%	170
2025 Q3	$169K	Sell	496 -7	-1%	-$2.42K	0.12%	171
2025 Q2	$179K	Buy	503 +227	+82%	+$79.1K	0.13%	157
2025 Q1	$96.7K	Sell	276 -12	-4%	-$4.06K	0.07%	220
2024 Q4	$91K	Sell	288 -10	-3%	-$3.01K	0.07%	234
2024 Q3	$81.9K	Buy	298 +17	+6%	+$4.6K	0.06%	249
2024 Q2	$73.8K	Buy	+281	New	+$77K	0.06%	255

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

1620 Investment Advisors's V Position: Q2 2026 in Review

1620 Investment Advisors increased its Visa (V) stake by 1.2% in Q2 2026, buying an estimated $2.57K and bringing the position to 652 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #162.

1620 Investment Advisors first reported a position in V in Q2 2024 and has held it in 9 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

1620 Investment Advisors held 652 shares of Visa worth $224K as of Q2 2026.
1620 Investment Advisors bought 8 Visa shares in Q2 2026, an estimated $2.57K.
Visa made up 0.14% of 1620 Investment Advisors's portfolio in Q2 2026, its #162 holding.
1620 Investment Advisors first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.