AdviceOne Advisory Services
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
Q3 		– Sell
-864
Closed -$297K – 46
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AdviceOne Advisory Services's V Position: Q3 2026 in Review

AdviceOne Advisory Services sold out of Visa (V) in Q3 2026, closing a stake of 864 shares — an estimated $297K sold.

AdviceOne Advisory Services first reported a position in V in Q1 2025 and held it in 6 quarters. The position peaked at $374K in Q1 2025. 1,328 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • AdviceOne Advisory Services reported no remaining Visa position as of Q3 2026 after selling out during the quarter.
  • AdviceOne Advisory Services sold 864 Visa shares in Q3 2026, an estimated $297K.
  • AdviceOne Advisory Services first reported a position in Visa in Q1 2025 and held it in 6 quarters.
  • AdviceOne Advisory Services's Visa position peaked at $374K in Q1 2025.
  • 1,328 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.