AAS
V icon

AdviceOne Advisory Services’s Visa V Stock Holding History

AdviceOne Advisory Services’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 		$297K Sell
864
-75
-8% -$24.1K 0.17% 33
2026
Q1 		$284K Buy
939
+18
+2% +$5.79K 0.17% 33
2025
Q4 		$323K Sell
921
-21
-2% -$7.16K 0.19% 31
2025
Q3 		$321K Buy
942
+1
+0.1% +$346 0.21% 27
2025
Q2 		$334K Sell
941
-125
-12% -$43.6K 0.25% 22
2025
Q1 		$374K Buy
+1,066
New +$361K 0.31% 17

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM