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Advisortrust Partners’s Visa V Stock Holding History

Advisortrust Partners’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 		$423K Buy
1,233
+230
+23% +$73.8K 0.14% 120
2026
Q1 		$303K Buy
1,003
+123
+14% +$39.6K 0.13% 126
2025
Q4 		$309K Buy
+880
New +$300K 0.14% 114

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

Advisortrust Partners's V Position: Q2 2026 in Review

Advisortrust Partners increased its Visa (V) stake by 23% in Q2 2026, buying an estimated $73.8K and bringing the position to 1,233 shares worth $423K. The position accounts for 0.14% of the portfolio, ranked #120.

Advisortrust Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Advisortrust Partners held 1,233 shares of Visa worth $423K as of Q2 2026.
  • Advisortrust Partners bought 230 Visa shares in Q2 2026, an estimated $73.8K.
  • Visa made up 0.14% of Advisortrust Partners's portfolio in Q2 2026, its #120 holding.
  • Advisortrust Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.