Alta Advisers’s Visa V Stock Holding History

Alta Advisers’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	$2M	Hold	6,632	–	–	0.73%	20
2025 Q4	$2.33M	Sell	6,632 -2,280	-26%	-$777K	0.84%	17
2025 Q3	$3.04M	Hold	8,912	–	–	0.93%	17
2025 Q2	$3.16M	Hold	8,912	–	–	1.13%	17
2025 Q1	$3.12M	Buy	8,912 +3,200	+56%	+$1.08M	1.33%	16
2024 Q4	$1.81M	Buy	5,712 +1,112	+24%	+$334K	1.14%	16
2024 Q3	$1.26M	Buy	4,600 +300	+7%	+$81.1K	0.58%	18
2024 Q2	$1.13M	Hold	4,300	–	–	0.54%	18
2024 Q1	$1.2M	Hold	4,300	–	–	0.59%	18
2023 Q4	$1.12M	Hold	4,300	–	–	0.6%	17
2023 Q3	$989K	Hold	4,300	–	–	0.57%	18
2023 Q2	$1.02M	Hold	4,300	–	–	0.57%	17
2023 Q1	$969K	Hold	4,300	–	–	0.58%	17
2022 Q4	$893K	Hold	4,300	–	–	0.53%	16
2022 Q3	$764K	Buy	+4,300	New	+$875K	0.48%	19
2013 Q4	–	Sell	-572	Closed	-$27K	–	76
2013 Q3	$27K	Sell	572 -460	-45%	-$21.3K	0.01%	60
2013 Q2	$47K	Buy	+1,032	New	+$45.2K	0.02%	59

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alta Advisers's V Position: Q1 2026 in Review

Alta Advisers held its Visa (V) position steady in Q1 2026 at 6,632 shares worth $2M. The position accounts for 0.73% of the portfolio, ranked #20.

Alta Advisers first reported a position in V in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.16M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Alta Advisers held 6,632 shares of Visa worth $2M as of Q1 2026.
Alta Advisers left its Visa share count unchanged in Q1 2026.
Visa made up 0.73% of Alta Advisers's portfolio in Q1 2026, its #20 holding.
Alta Advisers first reported a position in Visa in Q2 2013 and has held it in 17 quarters since.
Alta Advisers's Visa position peaked at $3.16M in Q2 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.