AO
V icon

Advisor OS’s Visa V Stock Holding History

Advisor OS’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 		$3.19M Buy
10,562
+53
+0.5% +$17K 0.23% 72
2025
Q4 		$3.69M Buy
10,509
+745
+8% +$254K 0.3% 55
2025
Q3 		$3.33M Sell
9,764
-665
-6% -$230K 0.29% 52
2025
Q2 		$3.7M Buy
10,429
+11
+0.1% +$3.83K 0.36% 40
2025
Q1 		$3.65M Sell
10,418
-574
-5% -$194K 0.42% 39
2024
Q4 		$3.47M Sell
10,992
-739
-6% -$222K 0.4% 40
2024
Q3 		$3.23M Sell
11,731
-729
-6% -$197K 0.32% 53
2024
Q2 		$3.27M Sell
12,460
-375
-3% -$103K 0.36% 47
2024
Q1 		$3.58M Buy
12,835
+1,919
+18% +$530K 0.41% 41
2023
Q4 		$2.84M Sell
10,916
-1,671
-13% -$412K 0.37% 41
2023
Q3 		$2.9M Buy
12,587
+416
+3% +$100K 0.43% 40
2023
Q2 		$2.89M Buy
12,171
+1,002
+9% +$229K 0.47% 39
2023
Q1 		$2.52M Buy
11,169
+677
+6% +$151K 0.6% 38
2022
Q4 		$2.18M Buy
10,492
+1,476
+16% +$298K 0.58% 41
2022
Q3 		$1.6M Sell
9,016
-1,531
-15% -$312K 0.48% 42
2022
Q2 		$2.08M Sell
10,547
-63
-0.6% -$13K 0.61% 37
2022
Q1 		$2.35M Sell
10,610
-3,254
-23% -$704K 0.68% 28
2021
Q4 		$3.01M Buy
13,864
+1,115
+9% +$239K 0.61% 35
2021
Q3 		$2.84M Sell
12,749
-299
-2% -$70.1K 0.62% 32
2021
Q2 		$3.05M Buy
13,048
+14
+0.1% +$3.2K 0.63% 29
2021
Q1 		$2.76M Buy
13,034
+1,702
+15% +$358K 0.63% 33
2020
Q4 		$2.48M Buy
11,332
+4,318
+62% +$884K 0.67% 27
2020
Q3 		$1.4M Buy
7,014
+4,671
+199% +$933K 0.59% 24
2020
Q2 		$453K Buy
+2,343
New +$428K 0.27% 76

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

Advisor OS's V Position: Q1 2026 in Review

Advisor OS increased its Visa (V) stake by 0.5% in Q1 2026, buying an estimated $17K and bringing the position to 10,562 shares worth $3.19M. The position accounts for 0.23% of the portfolio, ranked #72.

Advisor OS first reported a position in V in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.7M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Advisor OS held 10,562 shares of Visa worth $3.19M as of Q1 2026.
  • Advisor OS bought 53 Visa shares in Q1 2026, an estimated $17K.
  • Visa made up 0.23% of Advisor OS's portfolio in Q1 2026, its #72 holding.
  • Advisor OS first reported a position in Visa in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Visa position peaked at $3.7M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.