Ameritas Advisory Services’s Visa V Stock Holding History

Ameritas Advisory Services’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	$9M	Buy	26,229 +15,460	+144%	+$4.96M	0.18%	108
2026 Q1	$3.25M	Sell	10,769 -3,267	-23%	-$1.05M	0.13%	154
2025 Q4	$4.92M	Buy	14,036 +2,920	+26%	+$995K	0.18%	113
2025 Q3	$3.79M	Sell	11,116 -599	-5%	-$207K	0.25%	81
2025 Q2	$4.16M	Sell	11,715 -4,726	-29%	-$1.65M	0.22%	100
2025 Q1	$5.51M	Sell	16,441 -4,676	-22%	-$1.58M	0.22%	102
2024 Q4	$6.67M	Buy	21,117 +4,241	+25%	+$1.28M	0.23%	83
2024 Q3	$4.64M	Sell	16,876 -4,868	-22%	-$1.32M	0.2%	116
2024 Q2	$5.71M	Buy	21,744 +621	+3%	+$170K	0.22%	100
2024 Q1	$5.76M	Buy	21,123 +5,222	+33%	+$1.44M	0.24%	88
2023 Q4	$4.24M	Sell	15,901 -3,561	-18%	-$878K	0.23%	94
2023 Q3	$4.55M	Buy	19,462 +10,732	+123%	+$2.58M	0.23%	91
2023 Q2	$2.06M	Sell	8,730 -11,770	-57%	-$2.69M	0.27%	88
2023 Q1	$4.71M	Sell	20,500 -1,511	-7%	-$336K	0.24%	89
2022 Q4	$4.57M	Buy	22,011 +2,802	+15%	+$565K	0.21%	105
2022 Q3	$3.41M	Buy	19,209 +635	+3%	+$129K	0.2%	108
2022 Q2	$3.66M	Buy	18,574 +383	+2%	+$79.2K	0.21%	105
2022 Q1	$4.03M	Sell	18,191 -132	-0.7%	-$28.5K	0.15%	113
2021 Q4	$3.97M	Buy	+18,323	New	+$3.93M	0.15%	117

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameritas Advisory Services's V Position: Q2 2026 in Review

Ameritas Advisory Services increased its Visa (V) stake by 144% in Q2 2026, buying an estimated $4.96M and bringing the position to 26,229 shares worth $9M. The position accounts for 0.18% of the portfolio, ranked #108.

Ameritas Advisory Services first reported a position in V in Q4 2021 and has held it in 19 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Ameritas Advisory Services held 26,229 shares of Visa worth $9M as of Q2 2026.
Ameritas Advisory Services bought 15,460 Visa shares in Q2 2026, an estimated $4.96M.
Visa made up 0.18% of Ameritas Advisory Services's portfolio in Q2 2026, its #108 holding.
Ameritas Advisory Services first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.