Advisors Preferred’s Visa V Stock Holding History

Advisors Preferred’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	$1.72M	Sell	5,700 -773	-12%	-$249K	0.25%	82
2025 Q4	$2.24M	Buy	6,473 +773	+14%	+$263K	0.37%	79
2025 Q3	$1.98M	Sell	5,700 -1,046	-16%	-$362K	0.29%	71
2025 Q2	$2.4M	Sell	6,746 -1,055	-14%	-$368K	0.4%	68
2025 Q1	$2.7M	Buy	+7,801	New	+$2.64M	0.36%	56
2024 Q4	–	Sell	-1,937	Closed	-$538K	–	285
2024 Q3	$538K	Buy	1,937 +624	+48%	+$169K	0.08%	124
2024 Q2	$346K	Sell	1,313 -70	-5%	-$19.2K	0.06%	102
2024 Q1	$385K	Sell	1,383 -349	-20%	-$96.4K	0.06%	104
2023 Q4	$448K	Sell	1,732 -825	-32%	-$203K	0.07%	107
2023 Q3	$591K	Buy	2,557 +650	+34%	+$156K	0.19%	80
2023 Q2	$454K	Buy	+1,907	New	+$436K	0.11%	81
2023 Q1	–	Sell	-2,864	Closed	-$594K	–	259
2022 Q4	$594K	Buy	+2,864	New	+$578K	0.25%	54
2019 Q4	–	Sell	-5,921	Closed	-$1.02M	–	338
2019 Q3	$1.02M	Buy	+5,921	New	+$1.05M	0.25%	44

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisors Preferred's V Position: Q1 2026 in Review

Advisors Preferred reduced its Visa (V) stake by 12% in Q1 2026, selling an estimated $249K and leaving 5,700 shares worth $1.72M. The position accounts for 0.25% of the portfolio, ranked #82.

Advisors Preferred first reported a position in V in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.7M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Advisors Preferred held 5,700 shares of Visa worth $1.72M as of Q1 2026.
Advisors Preferred sold 773 Visa shares in Q1 2026, an estimated $249K.
Visa made up 0.25% of Advisors Preferred's portfolio in Q1 2026, its #82 holding.
Advisors Preferred first reported a position in Visa in Q3 2019 and has held it in 13 quarters since.
Advisors Preferred's Visa position peaked at $2.7M in Q1 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.