Advisory Advocates’s Visa V Stock Holding History

Advisory Advocates’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	$441K	Buy	1,286 +218	+20%	+$70K	0.38%	96
2026 Q1	$323K	Buy	1,068 +48	+5%	+$15.4K	0.33%	108
2025 Q4	$358K	Buy	+1,020	New	+$348K	0.36%	100

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advisory Advocates's V Position: Q2 2026 in Review

Advisory Advocates increased its Visa (V) stake by 20% in Q2 2026, buying an estimated $70K and bringing the position to 1,286 shares worth $441K. The position accounts for 0.38% of the portfolio, ranked #96.

Advisory Advocates first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

Advisory Advocates held 1,286 shares of Visa worth $441K as of Q2 2026.
Advisory Advocates bought 218 Visa shares in Q2 2026, an estimated $70K.
Visa made up 0.38% of Advisory Advocates's portfolio in Q2 2026, its #96 holding.
Advisory Advocates first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.