ACM
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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
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 $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

Advance Capital Management's V Position: Q1 2026 in Review

Advance Capital Management increased its Visa (V) stake by 13% in Q1 2026, buying an estimated $26.7K and bringing the position to 744 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #158.

Advance Capital Management first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $232K in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Advance Capital Management held 744 shares of Visa worth $225K as of Q1 2026.
  • Advance Capital Management bought 83 Visa shares in Q1 2026, an estimated $26.7K.
  • Visa made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #158 holding.
  • Advance Capital Management first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • Advance Capital Management's Visa position peaked at $232K in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.