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All Terrain Financial Advisors’s Visa V Stock Holding History

All Terrain Financial 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
2020
Q1 		– Sell
-2,800
Closed -$526K – 226
2019
Q4 		$526K Sell
2,800
-700
-20% -$126K 0.17% 80
2019
Q3 		$604K Buy
3,500
+700
+25% +$125K 0.2% 75
2019
Q2 		$486K Hold
2,800
– – 0.17% 80
2019
Q1 		$437K Hold
2,800
– – 0.15% 88
2018
Q4 		$369K Hold
2,800
– – 0.15% 86
2018
Q3 		$420K Buy
+2,800
New +$398K 0.17% 89

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

All Terrain Financial Advisors's V Position: Q2 2026 in Review

All Terrain Financial Advisors opened a new position in Visa (V) in Q2 2026: 584 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: All Terrain Financial Advisors previously reported a position in V as recently as Q4 2025.

All Terrain Financial Advisors first reported a position in V in Q3 2018 and has held it in 9 quarters since. The position peaked at $829K in Q4 2019. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • All Terrain Financial Advisors held 584 shares of Visa worth $200K as of Q2 2026.
  • Visa was a new All Terrain Financial Advisors position in Q2 2026.
  • Visa made up 0.03% of All Terrain Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • All Terrain Financial Advisors first reported a position in Visa in Q3 2018 and has held it in 9 quarters since.
  • All Terrain Financial Advisors's Visa position peaked at $829K in Q4 2019.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.