AdvisorShares Investments’s Visa V Stock Holding History

AdvisorShares Investments’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	$468K	Buy	+1,550	New	+$498K	0.09%	151
2025 Q4	–	Sell	-1,234	Closed	-$421K	–	355
2025 Q3	$421K	Sell	1,234 -16	-1%	-$5.54K	0.07%	195
2025 Q2	$444K	Buy	+1,250	New	+$436K	0.08%	185
2024 Q3	–	Sell	-1,695	Closed	-$446K	–	306
2024 Q2	$446K	Buy	1,695 +70	+4%	+$19.2K	0.08%	155
2024 Q1	$454K	Hold	1,625	–	–	0.08%	174
2023 Q4	$423K	Sell	1,625 -19	-1%	-$4.68K	0.1%	169
2023 Q3	$378K	Sell	1,644 -38	-2%	-$9.13K	0.1%	145
2023 Q2	$399K	Buy	+1,682	New	+$385K	0.11%	129
2022 Q2	–	Sell	-4,071	Closed	-$903K	–	275
2022 Q1	$903K	Buy	+4,071	New	+$880K	0.15%	70
2020 Q1	–	Sell	-4,067	Closed	-$764K	–	132
2019 Q4	$764K	Buy	+4,067	New	+$733K	0.48%	74

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

AdvisorShares Investments's V Position: Q1 2026 in Review

AdvisorShares Investments opened a new position in Visa (V) in Q1 2026: 1,550 shares worth $468K. The stake represents 0.09% of the portfolio and ranks #151 among its holdings. This is a return to the name: AdvisorShares Investments previously reported a position in V as recently as Q3 2025.

AdvisorShares Investments first reported a position in V in Q4 2019 and has held it in 10 quarters since. The position peaked at $903K in Q1 2022. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

AdvisorShares Investments held 1,550 shares of Visa worth $468K as of Q1 2026.
Visa was a new AdvisorShares Investments position in Q1 2026.
Visa made up 0.09% of AdvisorShares Investments's portfolio in Q1 2026, its #151 holding.
AdvisorShares Investments first reported a position in Visa in Q4 2019 and has held it in 10 quarters since.
AdvisorShares Investments's Visa position peaked at $903K in Q1 2022.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.