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
Q2 		$3.61M Sell
10,533
-29
-0.3% -$9.31K 0.24% 71
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advisor OS's V Position: Q2 2026 in Review

Advisor OS reduced its Visa (V) stake by 0.27% in Q2 2026, selling an estimated $9.31K and leaving 10,533 shares worth $3.61M. The position accounts for 0.24% of the portfolio, ranked #71.

Advisor OS first reported a position in V in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.7M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Advisor OS held 10,533 shares of Visa worth $3.61M as of Q2 2026.
  • Advisor OS sold 29 Visa shares in Q2 2026, an estimated $9.31K.
  • Visa made up 0.24% of Advisor OS's portfolio in Q2 2026, its #71 holding.
  • Advisor OS first reported a position in Visa in Q2 2020 and has held it in 25 quarters since.
  • Advisor OS's Visa position peaked at $3.7M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.