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AJ Advisors’s Visa V Stock Holding History

AJ Advisors’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 		$557K Sell
1,624
-10
-0.6% -$3.21K 0.17% 23
2026
Q1 		$494K Buy
1,634
+54
+3% +$17.4K 0.18% 22
2025
Q4 		$554K Sell
1,580
-88
-5% -$30K 0.2% 22
2025
Q3 		$569K Sell
1,668
-3
-0.2% -$1.04K 0.23% 23
2025
Q2 		$593K Sell
1,671
-6
-0.4% -$2.09K 0.26% 23
2025
Q1 		$588K Buy
1,677
+63
+4% +$21.3K 0.3% 19
2024
Q4 		$510K Buy
1,614
+44
+3% +$13.2K 0.26% 20
2024
Q3 		$432K Buy
1,570
+48
+3% +$13K 0.22% 25
2024
Q2 		$399K Buy
1,522
+213
+16% +$58.4K 0.22% 24
2024
Q1 		$365K Sell
1,309
-51
-4% -$14.1K 0.2% 31
2023
Q4 		$354K Buy
1,360
+182
+15% +$44.9K 0.22% 28
2023
Q3 		$271K Buy
1,178
+28
+2% +$6.73K 0.2% 29
2023
Q2 		$273K Buy
1,150
+2
+0.2% +$458 0.19% 31
2023
Q1 		$259K Sell
1,148
-178
-13% -$39.6K 0.19% 30
2022
Q4 		$275K Buy
+1,326
New +$267K 0.22% 27

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

AJ Advisors's V Position: Q2 2026 in Review

AJ Advisors reduced its Visa (V) stake by 0.61% in Q2 2026, selling an estimated $3.21K and leaving 1,624 shares worth $557K. The position accounts for 0.17% of the portfolio, ranked #23.

AJ Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $593K in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • AJ Advisors held 1,624 shares of Visa worth $557K as of Q2 2026.
  • AJ Advisors sold 10 Visa shares in Q2 2026, an estimated $3.21K.
  • Visa made up 0.17% of AJ Advisors's portfolio in Q2 2026, its #23 holding.
  • AJ Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • AJ Advisors's Visa position peaked at $593K in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.