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Aptus Capital Advisors’s Visa V Stock Holding History

Aptus Capital 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
Q1 		$68.8M Sell
227,751
-10,769
-5% -$3.46M 0.54% 36
2025
Q4 		$83.7M Buy
238,520
+12,062
+5% +$4.11M 0.6% 36
2025
Q3 		$77.3M Buy
226,458
+5,843
+3% +$2.02M 0.56% 40
2025
Q2 		$78.3M Buy
220,615
+20,299
+10% +$7.08M 0.64% 37
2025
Q1 		$70.2M Buy
200,316
+17,658
+10% +$5.98M 0.72% 33
2024
Q4 		$57.7M Buy
182,658
+30,185
+20% +$9.08M 0.6% 39
2024
Q3 		$41.9M Buy
152,473
+23,638
+18% +$6.39M 0.63% 33
2024
Q2 		$33.8M Buy
128,835
+18,523
+17% +$5.08M 0.6% 37
2024
Q1 		$30.8M Buy
110,312
+11,354
+11% +$3.13M 0.57% 39
2023
Q4 		$25.8M Sell
98,958
-781
-0.8% -$192K 0.7% 30
2023
Q3 		$22.9M Buy
99,739
+3,916
+4% +$941K 0.62% 36
2023
Q2 		$22.8M Sell
95,823
-786
-0.8% -$180K 0.55% 41
2023
Q1 		$21.8M Buy
96,609
+10,147
+12% +$2.26M 0.59% 34
2022
Q4 		$18M Buy
86,462
+32,509
+60% +$6.56M 0.55% 34
2022
Q3 		$9.59M Buy
53,953
+2,419
+5% +$492K 0.23% 62
2022
Q2 		$10.1M Buy
51,534
+364
+0.7% +$75.2K 0.26% 53
2022
Q1 		$11.3M Buy
51,170
+8,268
+19% +$1.79M 0.28% 50
2021
Q4 		$9.3M Sell
42,902
-16,760
-28% -$3.6M 0.28% 55
2021
Q3 		$13.3M Buy
59,662
+6,647
+13% +$1.56M 0.34% 42
2021
Q2 		$12.4M Buy
53,015
+6,735
+15% +$1.54M 0.36% 41
2021
Q1 		$9.8M Buy
46,280
+1,490
+3% +$314K 0.35% 43
2020
Q4 		$9.8M Buy
44,790
+7,418
+20% +$1.52M 0.45% 43
2020
Q3 		$7.47M Buy
37,372
+1,434
+4% +$286K 0.4% 46
2020
Q2 		$6.94M Buy
35,938
+2,986
+9% +$546K 0.44% 40
2020
Q1 		$5.31M Buy
32,952
+13,857
+73% +$2.61M 0.46% 40
2019
Q4 		$3.59M Buy
19,095
+16,926
+780% +$3.05M 0.25% 65
2019
Q3 		$373K Buy
2,169
+587
+37% +$105K 0.02% 304
2019
Q2 		$274K Buy
1,582
+128
+9% +$21K 0.04% 288
2019
Q1 		$227K Buy
+1,454
New +$210K 0.04% 282

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

Aptus Capital Advisors's V Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Visa (V) stake by 4.5% in Q1 2026, selling an estimated $3.46M and leaving 227,751 shares worth $68.8M. The position accounts for 0.54% of the portfolio, ranked #36.

Aptus Capital Advisors first reported a position in V in Q1 2019 and has held it in 29 quarters since. The position peaked at $83.7M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Aptus Capital Advisors held 227,751 shares of Visa worth $68.8M as of Q1 2026.
  • Aptus Capital Advisors sold 10,769 Visa shares in Q1 2026, an estimated $3.46M.
  • Visa made up 0.54% of Aptus Capital Advisors's portfolio in Q1 2026, its #36 holding.
  • Aptus Capital Advisors first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Visa position peaked at $83.7M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.