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Accordant Advisory Group’s Visa V Stock Holding History

Accordant Advisory Group’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 		$46.8K Buy
155
+54
+53% +$17.4K 0.03% 89
2025
Q4 		$35.4K Hold
101
– – 0.02% 93
2025
Q3 		$34.5K Sell
101
-12
-11% -$4.15K 0.02% 100
2025
Q2 		$40.1K Hold
113
– – 0.03% 91
2025
Q1 		$39.6K Hold
113
– – 0.04% 72
2024
Q4 		$35.7K Hold
113
– – 0.03% 77
2024
Q3 		$31.1K Buy
113
+12
+12% +$3.24K 0.02% 87
2024
Q2 		$26.5K Sell
101
-540
-84% -$148K 0.03% 97
2024
Q1 		$179K Buy
+641
New +$177K 0.13% 86

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Accordant Advisory Group's V Position: Q1 2026 in Review

Accordant Advisory Group increased its Visa (V) stake by 53% in Q1 2026, buying an estimated $17.4K and bringing the position to 155 shares worth $46.8K. The position accounts for 0.03% of the portfolio, ranked #89.

Accordant Advisory Group first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $179K in Q1 2024. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Accordant Advisory Group held 155 shares of Visa worth $46.8K as of Q1 2026.
  • Accordant Advisory Group bought 54 Visa shares in Q1 2026, an estimated $17.4K.
  • Visa made up 0.03% of Accordant Advisory Group's portfolio in Q1 2026, its #89 holding.
  • Accordant Advisory Group first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Visa position peaked at $179K in Q1 2024.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.