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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AdviceOne Advisory Services's V Position: Q2 2026 in Review

AdviceOne Advisory Services reduced its Visa (V) stake by 8% in Q2 2026, selling an estimated $24.1K and leaving 864 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #33.

AdviceOne Advisory Services first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $374K in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

AdviceOne Advisory Services held 864 shares of Visa worth $297K as of Q2 2026.
AdviceOne Advisory Services sold 75 Visa shares in Q2 2026, an estimated $24.1K.
Visa made up 0.17% of AdviceOne Advisory Services's portfolio in Q2 2026, its #33 holding.
AdviceOne Advisory Services first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
AdviceOne Advisory Services's Visa position peaked at $374K in Q1 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.