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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 $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

All Terrain Financial Advisors's V Position: Q1 2026 in Review

All Terrain Financial Advisors sold out of Visa (V) in Q1 2026, closing a stake of 584 shares — an estimated $205K sold.

All Terrain Financial Advisors first reported a position in V in Q3 2018 and held it in 8 quarters. The position peaked at $829K in Q4 2019. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • All Terrain Financial Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • All Terrain Financial Advisors sold 584 Visa shares in Q1 2026, an estimated $205K.
  • All Terrain Financial Advisors first reported a position in Visa in Q3 2018 and held it in 8 quarters.
  • All Terrain Financial Advisors's Visa position peaked at $829K in Q4 2019.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.