AA
V icon

Advisory Alpha’s Visa V Stock Holding History

Advisory Alpha’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 		$2.38M Buy
7,884
+1,002
+15% +$322K 0.07% 113
2025
Q4 		$2.41M Buy
6,882
+608
+10% +$207K 0.07% 109
2025
Q3 		$2.17M Buy
6,274
+328
+6% +$114K 0.06% 109
2025
Q2 		$2.11M Buy
5,946
+354
+6% +$123K 0.07% 108
2025
Q1 		$1.96M Buy
5,592
+548
+11% +$185K 0.07% 114
2024
Q4 		$1.59M Buy
5,044
+464
+10% +$140K 0.06% 117
2024
Q3 		$1.26M Buy
4,580
+525
+13% +$142K 0.04% 132
2024
Q2 		$1.06M Buy
4,055
+620
+18% +$170K 0.04% 146
2024
Q1 		$959K Buy
3,435
+383
+13% +$106K 0.04% 158
2023
Q4 		$795K Buy
3,052
+1,000
+49% +$246K 0.04% 163
2023
Q3 		$472K Sell
2,052
-926
-31% -$223K 0.02% 198
2023
Q2 		$707K Buy
2,978
+15
+0.5% +$3.43K 0.04% 188
2023
Q1 		$668K Buy
2,963
+135
+5% +$30K 0.04% 152
2022
Q4 		$588K Sell
2,828
-5
-0.2% -$1.01K 0.04% 153
2022
Q3 		$503K Buy
2,833
+770
+37% +$157K 0.04% 155
2022
Q2 		$406K Sell
2,063
-63
-3% -$13K 0.03% 175
2022
Q1 		$472K Buy
2,126
+113
+6% +$24.4K 0.03% 179
2021
Q4 		$436K Buy
2,013
+261
+15% +$56K 0.03% 185
2021
Q3 		$390K Buy
1,752
+168
+11% +$39.4K 0.03% 178
2021
Q2 		$370K Sell
1,584
-150
-9% -$34.3K 0.03% 142
2021
Q1 		$367K Sell
1,734
-49
-3% -$10.3K 0.04% 121
2020
Q4 		$390K Buy
1,783
+163
+10% +$33.4K 0.08% 63
2020
Q3 		$328K Buy
1,620
+18
+1% +$3.6K 0.07% 62
2020
Q2 		$318K Sell
1,602
-33
-2% -$6.03K 0.07% 78
2020
Q1 		$272K Buy
1,635
+291
+22% +$54.8K 0.08% 73
2019
Q4 		$263K Sell
1,344
-283
-17% -$51K 0.06% 117
2019
Q3 		$285K Buy
1,627
+102
+7% +$18.2K 0.08% 89
2019
Q2 		$273K Buy
1,525
+255
+20% +$41.8K 0.09% 93
2019
Q1 		$203K Buy
+1,270
New +$183K 0.07% 111

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisory Alpha's V Position: Q1 2026 in Review

Advisory Alpha increased its Visa (V) stake by 15% in Q1 2026, buying an estimated $322K and bringing the position to 7,884 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #113.

Advisory Alpha first reported a position in V in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.41M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Advisory Alpha held 7,884 shares of Visa worth $2.38M as of Q1 2026.
  • Advisory Alpha bought 1,002 Visa shares in Q1 2026, an estimated $322K.
  • Visa made up 0.07% of Advisory Alpha's portfolio in Q1 2026, its #113 holding.
  • Advisory Alpha first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • Advisory Alpha's Visa position peaked at $2.41M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.