ACM
V icon

Advance Capital Management’s Visa V Stock Holding History

Advance Capital Management’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 		$279K Buy
813
+69
+9% +$22.2K 0.01% 163
2026
Q1 		$225K Buy
744
+83
+13% +$26.7K 0.01% 158
2025
Q4 		$232K Sell
661
-3
-0.5% -$1.02K 0.01% 155
2025
Q3 		$227K Buy
664
+21
+3% +$7.27K 0.01% 157
2025
Q2 		$228K Buy
643
+1
+0.2% +$349 0.01% 153
2025
Q1 		$225K Buy
+642
New +$217K 0.01% 144

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advance Capital Management's V Position: Q2 2026 in Review

Advance Capital Management increased its Visa (V) stake by 9.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 813 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #163.

Advance Capital Management first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Advance Capital Management held 813 shares of Visa worth $279K as of Q2 2026.
  • Advance Capital Management bought 69 Visa shares in Q2 2026, an estimated $22.2K.
  • Visa made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #163 holding.
  • Advance Capital Management first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.