AIM
V icon

Advyzon Investment Management’s Visa V Stock Holding History

Advyzon Investment Management’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 		$2.19M Buy
7,256
+500
+7% +$161K 0.2% 117
2025
Q4 		$2.37M Buy
6,756
+909
+16% +$310K 0.27% 90
2025
Q3 		$2M Buy
5,847
+690
+13% +$239K 0.34% 64
2025
Q2 		$1.83M Buy
5,157
+1,862
+57% +$649K 0.41% 51
2025
Q1 		$1.15M Buy
3,295
+805
+32% +$272K 0.41% 46
2024
Q4 		$787K Buy
+2,490
New +$749K 0.3% 63

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

Advyzon Investment Management's V Position: Q1 2026 in Review

Advyzon Investment Management increased its Visa (V) stake by 7.4% in Q1 2026, buying an estimated $161K and bringing the position to 7,256 shares worth $2.19M. The position accounts for 0.2% of the portfolio, ranked #117.

Advyzon Investment Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.37M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Advyzon Investment Management held 7,256 shares of Visa worth $2.19M as of Q1 2026.
  • Advyzon Investment Management bought 500 Visa shares in Q1 2026, an estimated $161K.
  • Visa made up 0.2% of Advyzon Investment Management's portfolio in Q1 2026, its #117 holding.
  • Advyzon Investment Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Visa position peaked at $2.37M in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.